Paraplanner

Dynamite Recruitment

The Opportunity We are working with a successful and growing financial planning practice in Kent who are looking for a Paraplanner to join their team and provide high-quality technical and report-writing support to their Financial Advisers.

Exam funding and study support, Clear progression opportunities, Private medical insurance, annual bonus scheme.

This role would suit either a part-qualified Paraplanner working towards their Level 4 Diploma or an experienced Paraplanner looking to develop their technical skills and career within a supportive environment.

The Role As a Paraplanner, your responsibilities will include:
  • Preparing high-quality suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning.
  • Analysing client information and carrying out technical research.
  • Structuring advice in line with client objectives and regulatory requirements.
  • Supporting Advisers with pre- and post-client meeting preparation.
  • Assisting with complex financial planning cases and technical queries.
  • Producing cashflow modelling and financial planning illustrations where appropriate.
  • Maintaining accurate client records and workflows using Salesforce.
You will ideally have:
  • Previous experience in a Paraplanning or financial planning environment.
  • A good understanding of the regulated financial advice process.
  • Strong report-writing and written communication skills.
  • Excellent attention to detail and accuracy.
  • The ability to manage multiple cases and deadlines.
  • Experience using Salesforce or a similar CRM system.

Exam funding and study support is available for the right candidate.

Apply today for a confidential conversation about the role and your next career move.

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