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