This is an excellent opportunity for an Paraplanner who enjoys producing high-quality technical work, working closely with advisers and building long-term relationships within a genuinely client-focused business.
The Role Working alongside experienced Financial Planners, you will be responsible for providing technical support throughout the advice process, helping to ensure clients receive an exceptional service.
Your responsibilities will include:
Preparing suitability reports across pensions, investments and protection.
Conducting technical research using a range of financial planning tools.
Analysing existing client arrangements and making recommendations.
Liaising with advisers and administrators to ensure a smooth client journey.
Supporting advisers with complex cases and technical queries.
Keeping up to date with FCA regulations and industry developments.
Maintaining accurate client records and ensuring compliance standards are met. We're looking for someone who has:
Previous experience working as a Paraplanner within an Independent Financial Planning or Wealth Management firm. ( Will also consider someone more junior)
Strong technical knowledge of pensions, investments and protection.
Experience writing suitability reports.
Excellent attention to detail and organisational skills.
Strong communication skills and the ability to work collaboratively.
Diploma qualified (Level 4) or working towards this qualification. If you're an experienced Paraplanner looking to join an independent firm where quality of advice and client relationships come first, we'd love to hear from you.
For more details please apply or contact Tegan at Dynamite Recruitment
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Salary description
£32000.00 - £46000.00 per year