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

Individuals with experience of reviewing DB pension transfer cases would be preferable. Ideal experience would be first hand knowledge of drawdown advice, recommending annuities, scheme pensions, defined contributions with GMP / RST pension plans

Career Progression

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

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 £40,000 - £47,000 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!
• Once a 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 month visit to their office in Farnborough

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