Trainee Paraplanner

Company : Dynamite Recruitment Solutions Ltd

Job Description - Trainee Paraplanner

Dynamite Recruitment are supporting in the recruit of a motivated and detail-oriented Trainee Paraplanner to join a growing team in the outskirts of Poole. This is an excellent opportunity for someone with previous experience in the financial planning or wealth management industry who is looking to take the next step in their career.
As a Trainee Paraplanner, you will work closely with experienced Financial Planners and Paraplanners to support the preparation of client reports, conduct research, and ensure the smooth delivery of high-quality financial planning services.

Key Responsibilities

Support the preparation of suitability reports and recommendations
Conduct product and investment research
Assist with client reviews and ongoing servicing
Ensure compliance with relevant regulations and company procedures
Liaise with providers and clients to gather necessary information
Progress towards achieving Paraplanner qualifications (if not already underway)

Requirements

Previous experience in the financial services industry is essential
Strong attention to detail and excellent organisational skills
Good written and verbal communication skills
A keen interest in developing a career in paraplanning
Progress towards or a willingness to work towards relevant financial planning qualifications (e.g. Diploma in Financial Planning or equivalent)

Benefits

Hybrid working arrangement following successful completion of probation
Support with professional development and exam funding
Exam support & Career development
Friendly, professional working environment
Opportunity to grow within a reputable and supportive firm

For more details please apply or contact Tegan at Dynamite Recruitment

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Trainee Paraplanner

Job Description - Trainee Paraplanner

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