Trainee Paraplanner - Esher, United Kingdom - Dynamite Recruitment Solutions Ltd

Dynamite Recruitment Solutions Ltd
Dynamite Recruitment Solutions Ltd
Verified Company
Esher, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
I am currently recruiting on behalf of a Financial Planning firm in Esher, Surrey.

Looking for an Financial Planning Administrator / Trainee Paraplanner to join the family built team This is a fantastic opportunity for someone looking to join a well developedand trusted financial management specialists operating across the South of England.


Duties include:

  • Respond to Clients queries and ongoing business support.
  • Create Financial Reports & Submit Financial business on behalf of the Advisors.
  • Chase through business & outstanding opportunities.
  • Produce Client recommendation Reports based on Advisors instructions.
  • Prepare files for meetings for clients & Advisors.
For further details please contact Tegan Sillett at Dynamite Recruitment
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