Are you an experienced Paraplanner looking to join a leading independent financial planning and discretionary wealth management firm?
Founded in 2001, this leading independent, directly authorised wealth management firm has become one of the most successful Wealth Managers through organic growth and from acquisitions. They are now one of the top 30 adviser firms in the UK, who are AIM listed on the stock exchange and currently have over 80 Financial Advisers with in excess of £3bn of AUI. They are looking to urgently recruit Paraplanners to join their teams in Waterlooville, Hants; Poole, Dorset or Brixham, Devon.
Roles and Responsibilities
You will be responsible for preparing documentation, conducting analysis and producing relevant calculations to support adviser’s recommendations. You will be writing suitability reports and liaising with Financial Advisers and Compliance with regards to appropriate advice for our extensive client bank. Working within a team of circa 20 Paraplanners nationally, including 8 currently in Waterlooville and 5 in Poole you will be required to work well as part of a team as well as being able to work independently without close supervision.
Requirements to consider
In order to be considered for this role you should be level 4 Diploma qualified in Financial Advice or working towards this, with some experience in the financial services industry; either in an IFA support role or as an Adviser. As the company are continuing to expand rapidly they are looking for enthusiastic, driven individuals to join their team, offering excellent career progression.
Basic salary of £25,000 - £30,000 pa
20 days holiday plus bank holidays
Auto enrolment pension terms
Childcare Voucher Scheme
Full study support
Normal office working hours (9am – 5:30pm)
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at firstname.lastname@example.org with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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