Paraplanner

Dynamite Recruitment; Portsmouth; On-site; GBP 35,000 - 40,000; Full time

Job summary

A small independent financial planning firm near Fareham is looking for a Paraplanner to support advisers and assist with administrative duties. The ideal candidate has over a year of experience in financial services, possesses strong communication skills, and is confident using financial planning software. The role offers a competitive salary of £35,000 - £40,000 and the option for flexible working arrangements.

Benefits

Competitive salary

Training and qualification support

Friendly team and flexible working options

Qualifications

• Minimum of 1 year experience in paraplanning or financial services.
• Desirable to be working towards or holding a Level 4 Diploma.
• Good technical knowledge related to pensions and investments.

Responsibilities

• Prepare suitability reports and support advisers with research.
• Assist with cashflow modelling and product research.
• Liaise with clients and providers to gather information.

Skills

1+ year in paraplanning or financial services

Strong attention to detail

Good technical knowledge of pensions, investments, and protection

Strong communication skills

Confident using back-office and financial planning software

Education

Level 4 Diploma in Financial Services

Job description

Overview

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 - £40,000

Full time or Part time

For more information please apply or contact Tegan at Dynamite Recruitment