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Permanent

Paraplanner

Gosport
money-bag 40000.00-40000.00 Annual
3085434589
Posted Yesterday

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 profilesConduct research on pensions, investments and protection productsPrepare clear and compliant suitability reports for advisersObtain product illustrations and supporting technical documentationSupport advisers with financial analysis and cashflow modellingMaintain accurate client records and documentationWork closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environmentStrong knowledge of pensions, investments and financial planning productsExcellent attention to detail and analytical skillsStrong organisational skills with the ability to manage multiple tasksConfident using financial planning systems and research tools Qualifications EssentialLevel 4 Diploma in Financial Planning (or working towards)GCSEs (or equivalent) including English and Maths Fareham Hybrid ..... full job details .....

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