Paraplanner
Job in
Bournemouth, Dorset County, BH1, England, UK
Listed on 2026-02-13
Listing for:
Dynamite Recruitment
Full Time
position Listed on 2026-02-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Accounting & Finance, Financial Reporting
Job Description & How to Apply Below
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 and updating and maintaining the back-office system
Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner.
Interpreting information and statistical data Experience and skills desired:
Excellent communication skills
Excellent eye for detail
2 years experience in a similar role
Strong written work
Maintain high personal and professional standards. Hybrid working
Flexible working Hours
Private Medical Insurance
Yearly salary reviews
Exam support
For more details please contact Tegan Walsh at Dynamite Recruitment
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