Paraplanner

DYNAMITE RECRUITMENT SOLUTIONS LIMITED

Wimborne Minster, Wimborne

Skills

Recruiting for an Paraplanner on a hybrid basis offering flexible working hours, on behalf of my client; a successful Independent Financial Planning company based in Dorset. A relationship-based company, whose work ethos is built around building long-term relationships and providing an exceptional level of client service. We are open to someone working towards being qualified or someone newly qualified as well as an experienced qualified Paraplanner. Training and full support will be provided. We do require someone whose experience will have been gained from working within an IFA Business. 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. You will be involved in a wide variety of tasks including:
• Preparing recommendation reports and client sign up packs, Trusts, DB... More Detail

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