A small, professional, and welcoming Financial Planning firm who are growing due to continued success are recruiting for a Trainee Paraplanner / Senior Financial Planning Administrator to join their team.

We are ideally looking for a candidate that has already been working as an Paraplanner or looking to make the next step into paraplanning. The role offers excellent scope for progression and earning potential. As well as exam support for relevant qualifications.

As a trainee we are looking for existing Financial Planning environment experience.
 
Duties include:
* Preparing and maintaining client files.
* Identify and obtain the information necessary to compile financial planning options
* Undertake research to identify suitable solutions to meet the client’s needs
* Prepare information/comparisons for analysis
* Prepare suitability letters
* Complete application forms and proposals
* Submit paperwork to providers
* Review investment portfolio, asset allocation, risk profile etc
 
The ideal candidate:
* Will hold certificate in or working towards relevant financial planning qualification
* Experience in a financial planning firm 
* Confident customer facing manner
* Good all round financial services experience - ideally gained with an IFA
* IT literate
 
Salary is dependent on experience
Hybrid based working available 
Monday - Friday 

For further details please contact Tegan Walsh at Dynamite Recruitment  .