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Trainee Paraplanner

Dynamite Recruitment Solutions Ltd
West Sussex
25000.00 - 28000.00 Annual
Closing date
2 Jul 2024

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Contract Type
Full Time
We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up! You will be working closely with the Senior Parpalanner,s howddowing and assisitng with the workload and overtime taking on more responsibility and technicality.Duties include:Working alongside the paraplanning manager to:
  • Fully analyse clients' requirements, develop cashflow models and accurately record client data.
  • Research and analyse financial products.
  • Prepare suitability letters and reports.
  • Work cases through from submission to completion of suitability letters and fully updated fact finds – Pension Transfers, both money purchase and Defined Benefit, Income Drawdown, Investment Replacements, and new business
Ideal candidate experience:
  • Previous experience within financial planning / Wealth management
  • A confident communicator, verbal and written
  • High attention to detail
Exams supportedHybrid working available once up and running Free parkingGBP25,000 – GBP28,000 For more details, apply now or contact Tegan at Dynamite Recruitment

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