Dynamite Recruitment Solutions Ltd
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 Recruitment
To apply for this job please visit www.reed.co.uk.
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