At a Glance
- Tasks: Provide top-notch support to Financial Advisers and prepare detailed suitability reports.
- Company: Join a dynamic financial planning practice in Kent with a focus on growth.
- Benefits: Enjoy exam funding, study support, and opportunities for professional development.
- Other info: Be part of a supportive team with excellent career advancement potential.
- Why this job: Elevate your career in financial planning while making a real difference for clients.
- Qualifications: Strong analytical skills and a passion for financial planning are essential.
The predicted salary is between 38250 - 46750 £ per year.
Dynamite-Recruitment-Solutions is partnering with a Kent-based financial planning practice to hire a Paraplanner who will provide high-quality technical and report-writing support to Financial Advisers.
You’ll prepare suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning, analyse client information, and support advisers with meetings and complex cases.
Exam funding and study support are available for the right candidate.
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Paraplanner: Elevate Your Financial Planning Career employer: Dynamite Recruitment Solutions
Join a dynamic team in Portsmouth as a Debt Recovery Agent, where your contributions will be valued in a supportive work culture that prioritises employee growth and development. Enjoy competitive pay, a collaborative environment, and the opportunity to make a meaningful impact by assisting customers in managing their finances effectively. With a focus on professional development and a commitment to compliance, this role offers a rewarding experience for those looking to advance their careers in customer support and debt recovery.
Contact Details:
Dynamite Recruitment Solutions Recruitment Team
