Paraplanner

Dynamite Recruitment; Poole; On-site; GBP 35,000 - 45,000; Full time

Job summary

Dynamite Recruitment is seeking an experienced Paraplanner to join a well-established independent financial planning firm in Poole, Dorset.

You will prepare suitability reports, conduct research across pensions, investments and protection, and support advisers with client reviews. The role offers £35,000 - £45,000 DOE and a friendly, supportive team committed to quality financial planning.

Qualifications

• Experience in financial planning or wealth management.
• Good technical knowledge across pensions and investments.
• Strong analytical and written communication skills.
• Excellent attention to detail.
• Ability to manage workload and meet deadlines.
• Professional and client-focused approach.
• Willingness to continue studying.

Responsibilities

• Preparing suitability reports and recommendation letters.
• Conducting research and analysis across pensions, investments and protection.
• Supporting client reviews and preparing relevant information.
• Completing product and provider research.
• Preparing illustrations and application paperwork.
• Liaising with providers and third parties.
• Maintaining accurate and compliant client records.
• Supporting Advisers with the preparation and delivery of financial advice.

Skills

Pensions knowledge

Investment analysis

Protection knowledge

Paraplanning experience

Attention to detail

Education

Financial planning qualifications

Job description

An exciting opportunity has arisen for an experianced Paraplanner to join a well-established and respected independent financial planning firm.

This is a great opportunity for an experienced Paraplanner looking to join a supportive team, working closely with experienced Financial Adviser and Director.

Duties include:

• Preparing suitability reports and recommendation letters
• Conducting research and analysis across pensions, investments and protection
• Supporting client reviews and preparing relevant information
• Completing product and provider research
• Preparing illustrations and application paperwork
• Liaising with providers and third parties
• Maintaining accurate and compliant client records
• Supporting Advisers with the preparation and delivery of financial advice

We're looking for someone with previous experience within a financial planning or wealth management environment, ideally as a Paraplanner or in a similar technical role.

You will have:

• Experience within financial services
• Good technical knowledge across pensions and investments
• Strong analytical and written communication skills
• Excellent attention to detail
• The ability to manage your own workload and meet deadlines
• A professional and client-focused approach
• Ideally, relevant financial planning qualifications or a willingness to continue studying

You’ll be joining a friendly and supportive independent business with a strong focus on delivering quality financial planning and building long-term client relationships.

£35,000 - £45,000 DOE

Poole, Dorset

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