Financial Planner - Trainee

Job Title: Financial Planner - Trainee
Contract Type: Permanent
Location: Hampshire, England
Salary: Up to £22000.00 per annum
Start Date: ASAP
Reference: BBBH6132_1567091865
Contact Name: Financial Services
Contact Email:
Job Published: August 29, 2019 16:17

Job Description

We are recruiting for a Financial Planning firm that is looking for someone who is seeking a busy working environment.

This role is to work as part of the Paraplanning team to ensure all responsibilities are completed efficiently. The successful candidate will also be working closely with the Investment Team.

Duties Include:

  • Assisting the Senior Financial Planners in the completion of reports.
  • Checking policy information and illustrations
  • Producing annual review packs
  • Writing Fund Reviews
  • Administering Fund Switches
  • Issuing letters and chasing responses

The Candidate:

  • Keen for progression through the company
  • Can work well under pressure
  • Organised and analytical
  • Excellent Attention to detail
  • Can work independently as well as part of a team
  • Able to work to tight time scales

If You are interested in this position, please call 02392455422 and speak to Chloe or Grace or apply on the Dynamite website

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

Get similar jobs like these by email

By submitting your details you agree to our T&C's