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Paraplanner
Job Posted: 5 days ago
Salary: £ 35,000 - 42,000 / Annum
Job Type: Permanent
Location: Fareham
Expire in: 22 days
Job Description
Dynamite Recruitment are recruiting for a highly organised and detail-oriented Paraplanner to join our client; a growing St. James's Place Partner Practice. The successful candidate will play a key role in supporting Financial Advisers by conducting technical research, preparing suitability reports, and helping deliver high-quality financial planning solutions to clients.
This office and team are really what makes this role so attractive, you will be part of a experience passionate team who are extremely personable and supportive of professional growth and maintain a wonderful collaborative team environment
This is an excellent opportunity for a motivated individual with strong technical knowledge and a passion for financial planning to contribute to a client-focused and professional environment.
Key Responsibilities
Conduct technical research and analysis across a range of financial planning areas, including pensions, investments, protection, and retirement planning.
Prepare comprehensive and compliant suitability reports and recommendation documents.
Analyse client information and assist in developing tailored financial planning solutions.
Support advisers in preparing for client meetings, including the production of meeting packs and financial planning documentation.
Ensure all client recommendations and documentation comply with FCA regulations and company standards.
Assist with ongoing client reviews and annual servicing requirements. Skills and Experience
Previous experience in a Paraplanner, Technical Consultant, or Financial Planning support role.
Strong understanding of pensions, investments, protection, and financial planning principles.
Experience writing suitability reports.
Excellent analytical and research skills.
High level of attention to detail and accuracy.
Strong written and verbal communication skills.
Proficient in Microsoft Office applications.
Ability to manage multiple priorities and work to deadlines. Desirable
Experience working within a St. James's Place Partner Practice.
Diploma in Regulated Financial Planning (Level 4) or working towards qualification. Fareham (Hybrid)
£35,000 - £40,000
For more details please apply or contact Tegan Walsh at Dynamite RecruitmentBefore You Apply
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