This Paraplanner job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Paraplanner you will be focusing on undertaking the research, analysis and report writing to support the Financial Advisers. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing the suitability report and liaising with the Administrators to ensure business is accurately processed and systems are correctly updated.
You will be working on a range of financial planning cases including, investments, pension transfers, bonds, VCT, EIS, IHT etc. To aid you in your role, you will receive support from the Technical Admin team who undertake the suitability reports for standard cases such as ISAs.
Paraplanner Requirements
- You should have experience as a Paraplanner
- You should ideally hold full Level 4 Diploma in Financial Planning or equivalent (or close to achieving this)
The Company
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.
Paraplanner Benefits
- Salary of £35,000 to £43,000 dependent upon experience
- Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation
- Normal working hours of 9 – 5:30pm, Monday to Friday (possible movement on start / finish time)
- Office based role
Location
Fareham
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