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    Trainee Paraplanner - Bournemouth, United Kingdom - Dynamite Recruitment

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    Full time
    Description

    The rare opportunity has come up for a Trainee Paraplanner / Senior Administrator to join a client of mine within an independent Financial Planning firm.

    This is a fantastic opportunity where you will be sat within a small team, supporting the fully qualified paraplanner and Advisors and learning off them whilst completing your exams to be a fully qualified Paraplanner yourself.

    The benefits of being in a junior, progressive role within a smaller firm are second to none, you get more hands on experience, see more of the 'whole picture' and thus learn quicker at a higher quality with more 1 on 1 training.


    Duties include:
    Carry out research for client meetings Preparing & Implementing recommendations Establish and build strong relationships with clients Review investment portfolio, asset allocation, risk profile Attend post meeting debriefs, taking detailed & salient notes The ideal candidate will have: Some experience working within an FCA regulated environment Experience within financial services Excellent communication skills, written and verbal We can offer flexible start/finish timesa day working from home once probation sis passedFully supported examsA trusted work place £24,000 - £32,000 DOE

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