Paraplanner

This Paraplanner job is available within an award winning
firm that truly cares about their team.

You will be joining their growing team of Paraplanners who
support their team of Holistic Financial Advisors. Your responsibilities will
include:

• Reviewing factfinds and meeting
  notes from their team of Financial Advisors to ensure they meet compliance
  guidelines
• Researching the whole of market
  and undertaking financial calculations to identify appropriate financial
  planning solutions
• Draft suitability reports, for
  final approval by the Financial Advisor
• Provide detailed technical
  support to ensure their private clients receive quality, compliant advice
  meeting their financial planning needs

This role
has a holistic focus, whereby you will involved in a variety of products and
advice needs, therefore our client is looking for individuals with holistic experience.

Paraplanner
Requirements

• You must have experience as a
  holistic Paraplanner and used to supporting a team of Financial Advisors
• Paraplanners with experience of
  working towards SLA targets would be beneficial
• You
  should hold full Level
  4 Diploma qualification in Financial Planning
• Must have strong attention to
  detail and able to explain complex information clearly

The
Company

This multi-award winning, people focused business is a
well-respected Independent Financial Advice firm. This Independent Financial
Advisory company was setup over a decade ago by a leading life and pensions
provider. This firm has grown to approximately 190 employees across the country
and has developed a substantial list of private clients and SME corporate
clients who choose to use them for financial advice.

Paraplanner
Benefits

• Salary of £42,000 – £48,000
  dependent upon experience and qualifications
• Plus,
  company benefits include 25 days holiday plus bank holidays, 6% employer
  and 3% employee pension contribution, 4x life assurance, PMI, income
  protection and critical illness plus many more!
• Home
  based with once a fortnight / month visit to their office in Farnborough
  (or more often if you desire)
• Regular charity initiatives,
  including 1-day annual allowance for charity work
• Normal working hours

Locations

Remote based with once a fortnight / month visit to their
office in Farnborough

Call us now on 0208 0044 154 or click Apply

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