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Portsmouth

    Paraplanner - Portsmouth, United Kingdom - Dynamite Recruitment

    Default job background
    Accounting / Finance
    Description
    I am recruiting on behalf of a very successful, independently owned Financial Planning Firm. Looking to recruit an experienced Paraplanner to add to the growing team due to their continued success.

    You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential.

    You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.


    Duties include:
    Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds
    Attending client and product provider meetings
    Processing new business to completion
    Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses
    Interpreting information and statistical data
    Financial planning qualifications are desired but not essential – these can be gained and supported during your employment here.
    £30,000 - £45,000 DOE
    Chichester
    28 days holiday
    Free Parking
    Supported exams and qualifications
    Internal career progression

    For further information on this role or to apply please contact Tegan Walsh at Dynamite Recruitment (phone number removed)


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