Job Description
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