Dynamite Recruitment are supporting a small independent financial planning firm near Fareham on the recruit of a Paraplanner to support the Advisors and help with some administrative duties as part of a small, friendly team. Focused on delivering personal, high-quality advice. 

Key Responsibilities

• Prepare suitability reports and support advisers with research and analysis.
• Assist with cashflow modelling and product research.
• Liaise with clients and providers to gather information.
• Maintain accurate client records and process new business.
• Provide administrative support such as scheduling meetings and handling paperwork.

• 1+ year in paraplanning or financial services.
• Working towards or holding Level 4 Diploma (desirable).
• Good technical knowledge of pensions, investments, and protection.
• Strong attention to detail and communication skills.
• Confident using back-office and financial planning software.

• Competitive salary
• Training and qualification support
• Friendly team and flexible working options