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.
- 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
- 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.