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Paraplanner

Company

Dynamite Recruitment

Location

Portsmouth, Hampshire

Type

Full-time

Dynamite Recruitment are recruiting for a highly organised and detail-oriented Paraplanner to join our client; a growing St. James's Place Partner Practice. The successful candidate will play a key role in supporting Financial Advisers by conducting technical research, preparing suitability reports, and helping deliver high-quality financial planning solutions to clients.

This office and team are really what makes this role so attractive, you will be part of a experience passionate team who are extremely personable and supportive of professional growth and maintain a wonderful collaborative team environment

This is an excellent opportunity for a motivated individual with strong technical knowledge and a passion for financial planning to contribute to a client-focused and professional environment.

Key Responsibilities
Conduct technical research and analysis across a range of financial planning areas, including pensions, investments, protection, and retirement...

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