Experienced Paraplanner for Financial Advisory Team

Dynamite Recruitment Solutions Ltd; Fareham; On-site; GBP 32,000 - 42,000; Full time

Job summary

An established industry player is seeking a skilled Paraplanner to join their dynamic team in Fareham. This role involves providing essential support to financial advisors, ensuring high-quality financial advice is delivered to clients. The ideal candidate will have a solid understanding of financial planning processes, with a focus on compliance and attention to detail. You'll be responsible for preparing reports, conducting research, and communicating effectively with clients and third-party providers. If you're passionate about financial services and eager to contribute to a client-focused firm, this opportunity is perfect for you.

Qualifications

• Minimum of 2 years of experience in a Paraplanner role.
• Strong knowledge of financial products and tax planning.

Responsibilities

• Support financial advisors with preparation of financial plans.
• Conduct product and market research for accurate recommendations.

Skills

Financial Planning

Analytical Skills

Communication Skills

Attention to Detail

Education

Diploma in Financial Planning (DipPFS)

Job description

An established industry player is seeking a skilled Paraplanner to join their dynamic team in Fareham. This role involves providing essential support to financial advisors, ensuring high-quality financial advice is delivered to clients. The ideal candidate will have a solid understanding of financial planning processes, with a focus on compliance and attention to detail. You'll be responsible for preparing reports, conducting research, and communicating effectively with clients and third-party providers. If you're passionate about financial services and eager to contribute to a client-focused firm, this opportunity is perfect for you.