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Paraplanner

Job in Fareham, Hampshire County, PO16, England, UK
Listing for: Dynamite-Recruitment-Solutions
Full Time position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Services, Financial Reporting
Salary/Wage Range or Industry Benchmark: 40000 - 47000 GBP Yearly GBP 40000.00 47000.00 YEAR
Job Description & How to Apply Below

Dynamite Recruitment are looking for a motivated and detail-oriented
Paraplanner
to join a growing financial planning team within an IFA.

You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.

This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team.

Key Responsibilities
  • Analyse client financial information, objectives and risk profiles
  • Conduct research on pensions, investments and protection products
  • Prepare clear and compliant suitability reports for advisers
  • Obtain product illustrations and supporting technical documentation
  • Support advisers with financial analysis and cashflow modelling
  • Maintain accurate client records and documentation
  • Work closely with advisers and administration teams to ensure excellent client service
Skills and Experience
  • Previous
    Paraplanner experience within an IFA or wealth management environment
  • Strong knowledge of pensions, investments and financial planning products
  • Excellent attention to detail and analytical skills
  • Strong organisational skills with the ability to manage multiple tasks
  • Confident using financial planning systems and research tools
Qualifications Essential
  • Level 4 Diploma in Financial Planning (or working towards)
  • GCSEs (or equivalent) including English and Maths

Fareham

Hybrid working

£40,000 - £47,000 DOE

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