Paraplanner in Fareham

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.

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