Paraplanner in Portsmouth

Location: Portsmouth
Salary: £30,000 per year
Recruiter: Dynamite Recruitment
Job Hours: Full-time

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I am recruiting on behalf of a very successful, independently owned Financial Planning Firm.

Looking to recruit an experienced Paraplanner to add to the growing team due to their continued success.

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. 

Duties include:Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds Attending client and product provider meetings Processing new business to completion Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses Interpreting information and statistical data Financial planning qualifications are desired but not essential – these can be gained and supported during your employment here.

£30,000 - £45,000 DOEChichester28 days holidayFree ParkingSupported exams and qualificationsInternal career progression  For further information on this role or to apply please contact Tegan Walsh at Dynamite Recruitment (phone number removed)


About Dynamite Recruitment

dynamiterecruitment.com

Recruitment Agency


Dynamite was formed in 2011 by MD Matt Fox and is now a leading independent agency on the South Coast. The company is a thriving and developing business with a team of recruitment professionals offering over 120 years of combined recruitment experience. As our name suggests, we make an impact. We’re passionate about our business, but most importantly – we’re passionate about yours!

What We Do:

We offer Permanent, Temporary and Contract recruitment solutions across all levels of your business. Dynamite Recruitment Solutions is a specialist recruiter, covering all office based commercial roles along with HR, Sales & Marketing, Finance, IT, Contact Centre, Industrial and Executive Appointments via our specialist divisions. We find the right people, and we find them fast!

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