Dynamite Recruitment are supporting a small independent financial planning firm near Fareham on the recruit of a Paraplanner to support the Advisors and help with some administrative duties as part of a small, friendly team. Focused on delivering personal, high-quality advice.
Key Responsibilities
Prepare suitability reports and support advisers with research and analysis.
Assist with cashflow modelling and product research.
Liaise with clients and providers to gather information.
Maintain accurate client records and process new business.
Provide administrative support such as scheduling meetings and handling paperwork. Skills & Experience
1+ year in paraplanning or financial services.
Working towards or holding Level 4 Diploma (desirable).
Good technical knowledge of pensions, investments, and protection.
Strong attention to detail and communication skills.
Confident using back-office and financial planning software. What We Offer
Competitive salary
Training and qualification support
Friendly team and flexible working options £35,000 - £45,000
Full time or Part time
For more information please apply or contact Tegan at Dynamite Recruitment