Paraplanner
Location
Portsmouth, Hampshire
Job Type
Full-time
Category
other-general
Posted
June 08, 2026
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.
This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team.
Key Responsibilities
Analyse client financial information, objectives and risk profiles
Conduct research on pensions, investments and protection products
Prepare clear and compliant suitability reports for advisers
Obtain product illustrations and supporting technical documentation
Support advisers with financial analysis and cashflow modelling
Maintain accurate client records and documentation
Work closely with advisers and administration te...
This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team.
Key Responsibilities
Analyse client financial information, objectives and risk profiles
Conduct research on pensions, investments and protection products
Prepare clear and compliant suitability reports for advisers
Obtain product illustrations and supporting technical documentation
Support advisers with financial analysis and cashflow modelling
Maintain accurate client records and documentation
Work closely with advisers and administration te...