Paraplanner - Dynamite Recruitment Solutions Ltd : Job Details

Dynamite Recruitment are delighted to be recruiting for an experienced Paraplanner to join an experienced, talented, and driven team that offer genuine career progression. Become part of an award winning and dynamic team that drive success and customer experience as a priority. You will be joining a mid size firm with a great in house support team. Join a company that offers a family feel working environment that offer genuine progression that wants you to succeed.Duties include:

• Receive and implement requests from the Advisers
• Prepare and compare financial analysis
• Prepare reports to a professional and timely standard
• Provide information for annual reviews and identify areas not covered
• Communicate with selected clients (face to face or remote) and third parties
• Develop and maintain all processes relevant to technical support
• Communicate clearly on technical and client support
• Undertake financial planning and product-based research

  Desired skill set:

• You will have the ability to build upon existing strong client relationships.
• It is essential that you possess strong communication skills
• have a high attention for detail and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
• Level 4 qualified or close to completion

For further details please contact Tegan at Dynamite Recruitment