Paraplanner

Dynamite Recruitment Solutions Ltd

Posted 2 days ago, valid for 3 days

Godalming, Surrey GU8 5SG, England

Full Time

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Sonic Summary

We are seeking a knowledgeable and motivated Paraplanner to join an independent financial planning team.
The role requires at least 1 year of experience in a Paraplanning position and a Level 4 Diploma in Financial Planning or progress towards it.
Key responsibilities include producing client-specific suitability reports, researching investment and pension products, and ensuring compliance with regulatory standards.
The position offers the opportunity to be part of a growing team and contribute to delivering tailored financial advice in a client-focused environment.
Salary details were not provided in the job listing, but applicants can inquire further by contacting Tegan at Dynamite Recruitment.

We’re looking for a knowledgeable and motivated Paraplanner to an independent Financial planning team. This role involves supporting advisers in delivering tailored financial advice through detailed research, analysis, and suitability reporting. Ideal for someone already Level 4 qualified (or working towards it) and keen to grow in a client-focused, regulated environment.Be part of a wonderful team that are growing due to continued success. who offer fantastic career and team to surround yourself with!Key Responsibilities:

Produce client-specific suitability reports based on thorough analysis of fact-finding data
Research appropriate investment and pension products aligned with client needs
Work closely with advisers and compliance to ensure advice meets regulatory standards
Processing new business including pension and ISA switches.
Assist with new business processing and client queries where needed

What We’re Looking For

Level 4 Diploma in Financial Planning (or working towards it)
1 years + experience within a Paraplanning role
Strong understanding of financial products, platforms, and compliance processes
Excellent written communication and research skills

For more details please apply or contact Tegan at Dynamite Recruitment!

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