Paraplanner

mbf.

Posted 3 days ago, valid for 7 days

Fareham, Hampshire PO17 5BL, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

An experienced Paraplanner is sought to join a respected, independent financial planning business that is currently growing.
The role involves preparing detailed suitability reports, conducting research, and collaborating with financial planners to deliver high-quality advice.
The position offers a competitive salary of up to £55,000, along with a discretionary bonus and a robust benefits package.
Candidates should have experience as a Paraplanner and hold a Diploma in Financial Planning or equivalent, with a focus on delivering exceptional results.
The company promotes internal career progression and provides full exam support for those aiming to achieve Chartered status.

Are you an experienced Paraplanner looking for an opportunity to grow your career with a supportive and forward-thinking organisation? We’re excited to be recruiting on behalf of a highly respected, fully independent financial planning business that is currently experiencing a period of strong growth. Known for their innovative approach and commitment to providing exceptional client outcomes, this organisation has a unique approach to financial planning.

The Role

As a Paraplanner, you will play a pivotal role in supporting the financial planners by delivering high-quality, technically accurate reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.

Key Responsibilities:

Preparing detailed suitability reports and recommendations for clients.
Conducting in-depth research and analysis to support advice strategies.
Working collaboratively with financial planners and support staff to ensure seamless service delivery.
Staying up to date with industry developments and regulatory requirements.
Building and maintaining strong client relationships.

What’s on Offer?

Competitive Salary: Up to £55,000 base salary.
Discretionary bonus
Benefits: A robust package including pension, PMI, strong pension etc
Growth Opportunities: Join a forward-thinking company at a pivotal moment in its growth journey, with a strong focus on internal career progression.
Innovative Culture: Work in an environment that encourages fresh ideas and values your input.
Full exam support: examination support to attain Chartered status

About You

The ideal candidate will be proactive, detail-oriented, and passionate about delivering exceptional results.

Requirements:

Experience as a Paraplanner
Diploma in Financial Planning (DipPFS) or equivalent; Chartered or working towards Chartered status is a bonus.
Strong technical knowledge of financial products, including pensions, investments, and protection.
Excellent communication and interpersonal skills.

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