Paraplanner

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

Dynamite Recruitment are recruiting for an established and highly respected independent financial advisory firm based in Fareham, who provide tailored financial advice to individuals and businesses. They pride themselves on offering a professional, client-focused service, and are now looking to expand the team with a skilled and experienced Paraplanner to support the advisors in delivering high-quality financial advice.

Role Overview:
We are seeking a motivated and experienced Paraplanner to join a dynamic team. The successful candidate will have an established understanding of financial planning processes and be comfortable providing technical and administrative support to the advisors. Your key responsibilities will include preparing reports, conducting research, and ensuring all financial planning strategies are compliant with industry regulations.

Key Responsibilities:

• Supporting the financial advisors with the preparation of financial plans and recommendations
• Conducting product and market research to ensure accurate and suitable recommendations
• Preparing and drafting suitability reports and investment proposals
• Communicating directly with clients and third-party providers to gather necessary information
• Assisting with the ongoing review of client portfolios

Key Requirements:

• Minimum of 2 years of experience in a Paraplanner role
• Qualified or working towards Diploma in Financial Planning (DipPFS) or equivalent
• Strong knowledge of financial products, pension schemes, investments, and tax planning
• Excellent attention to detail and strong analytical skills
• High level of professionalism and excellent communication skills

£32,000 - £42,000 depending on experience
Fareham, Office based

For more details please apply or contact Tegan Walsh at Dynamite Recruitment