Paraplanner

Company : Dynamite Recruitment Solutions Ltd

Job Type : Full Time

Godalming, Surrey

Number of Applicants

000+

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Job Description - Paraplanner

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!

Original job Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Paraplanner

Job Description - Paraplanner

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