Job Details

Reference ID 457
Vacancy Location Home based
Job sector
Job type
Remuneration Salary of £42,000 to £48,000 dependent upon experience and qualifications

Description

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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