Paraplanner

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.

• 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

• 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

• Level 4 Diploma in Financial Planning (or working towards)
• GCSEs (or equivalent) including English and Maths

Fareham

Hybrid working

£40,000 - £47,000 DOE