At a Glance
- Tasks: Support financial planning processes and conduct technical research for clients.
- Company: Growing Independent Financial Adviser firm with a friendly, collaborative culture.
- Benefits: Competitive salary, discretionary bonus, life cover, income protection, and pension scheme.
- Other info: Flexible hybrid working and excellent opportunities for professional development.
- Why this job: Join a dynamic team and develop your skills towards chartered status in financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning or equivalent; experience in financial planning roles.
The predicted salary is between 40500 - 49500 £ per year.
- Technical Client Support Specialist / Paraplanner
- Fareham, Hampshire | Hybrid
- £38,000–£45,000 + discretionary bonus & benefits
Our client is a growing Independent Financial Adviser firm looking for a Technical Financial Planning Administrator / Paraplanner who is working towards their exams to join their friendly and collaborative team.
This is a great opportunity for someone who enjoys the technical side of financial planning and is keen to broaden their knowledge and progress chartered status.
The Role
Working closely with advisers, you will support the full financial planning process, including:
- Reviewing client circumstances and existing arrangements.
- Conducting technical research across pensions, investments, protection, taxation and estate planning.
- Completing financial planning calculations.
- Preparing suitability reports and recommendation documentation.
- Supporting advisers with cashflow modelling and technical strategy.
- Managing cases through to completion and liaising with providers and colleagues.
- Contributing to improving technical processes and standards.
- Developing your knowledge and taking on increasingly complex cases over time.
We're looking for someone with
- Level 4 Diploma in Regulated Financial Planning or equivalent.
- Experience in a Paraplanning, Technical Support or Financial Planning role within an IFA or wealth management environment.
- Good knowledge of pensions, investments, protection and taxation.
- Strong analytical, research and written communication skills.
- Excellent attention to detail and organisation.
- A genuine interest in continuing professional development.
**Level 6 / Chartered status isn't essential** – support will be provided for the right person looking to progress.
What's on Offer?
- £38,000–£45,000 depending on experience.
- Discretionary bonus.
- Life & critical illness cover.
- Income protection.
- Pension scheme.
- Support towards professional development and Level 6 progression.
- Flexible hybrid or home-based working.
- Friendly, collaborative working environment.
If you're a Level 4 qualified or working towards it, Paraplanner or Technical Financial Planning professional looking for your next step, we'd love to hear from you.
- For more information please apply or contact Tegan at Dynamite Recruitment
- #Financialservices2026
Paraplanner in Fareham employer: Dynamite Recruitment Solutions Ltd Careers
Join a dynamic property services organisation that prioritises employee growth and well-being, offering a competitive salary, company vehicle, and a comprehensive benefits package. With a strong focus on team leadership and client relationships, this role provides an excellent opportunity to thrive in a supportive work culture that values recognition and professional development. Located in a vibrant area, employees enjoy generous leave options and various health initiatives, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Dynamite Recruitment Solutions Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Fareham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Dynamite Recruitment Solutions Ltd Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Dynamite Recruitment Solutions Ltd Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Dynamite Recruitment Solutions Ltd Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Fareham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Dynamite Recruitment Solutions Ltd Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Dynamite Recruitment Solutions Ltd Careers how you can be a team player!
How to prepare for a job interview at Dynamite Recruitment Solutions Ltd Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Dynamite Recruitment Solutions Ltd Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Dynamite Recruitment Solutions Ltd Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
