Paraplanner

49 Days Old

Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.

This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team.
Key Responsibilities
Analyse client financial information, objectives and risk profiles
Conduct research on pensions, investments and protection products
Prepare clear and compliant suitability reports for advisers
Obtain product illustrations and supporting technical documentation
Support advisers with financial analysis and cashflow modelling
Maintain accurate client records and documentation
Work closely with advisers and administration teams to ensure excellent client service Skills and Experience
Previous Paraplanner experience within an IFA or wealth management environment
Strong knowledge of pensions, investments and financial planning products
Excellent attention to detail and analytical skills
Strong organisational skills with the ability to manage multiple tasks
Confident using financial planning systems and research tools Qualifications Essential

Level 4 Diploma in Financial Planning (or working towards)
GCSEs (or equivalent) including English and Maths Fareham
Hybrid working
£40,000 - £47,000 DOE
Apply
Location:
Fareham
Salary:
£40,000 - £45,000 /annum £40,000 - £47,000 DOE
Job Type:
FullTime
Category:
Administration

We found some similar jobs based on your search