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Paraplanner
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
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
Education
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.
- 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.
- 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.
- 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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.