Paraplanner job in Farnborough - home or office based!

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Paraplanner
Reference ID: 457
  • Salary/OTESalary of £30,000 to £40,000 dependent upon experience and qualifications
  • Vacancy LocationFarnborough
  • RemunerationEmployed
  • RegionSouth East
Job description

Are you an experienced Paraplanner wanting to be part of a business that truly cares about their teams?

In this Paraplanner, 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
  • Undertaking research and 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

Career progression

As a people focused business, they are committed to supporting and enabling professional development of their team members. A lot of their current Financial Advisors have come through the ranks, therefore for the right individual, there would be progression to become a Financial Advisor.

Paraplanner Requirements

  • You must have experience as a Paraplanner and used to supporting Financial Advisors
  • Paraplanners with experience of working towards SLA targets would be beneficial
  • Ideally you should hold full Level 4 Diploma qualification in Financial Planning, however they would consider candidates part way towards this
  • 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. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success.

Paraplanner Benefits

  • Salary of £30,000 - £40,000 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!
  • Regular charity initiatives, including 1 day annual allowance for charity work
  • Ideally office based role, however they are open to consider experienced Paraplanners on a home based basis with once a week visit to the office
  • Normal working hours



Call us now on 0208 0044 154 or click Apply

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