Fareham
£40,000 - £47,000
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
Hybrid working
£40,000 - £47,000 DOE
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
- 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
Hybrid working
£40,000 - £47,000 DOE