Paraplanner

Appointed ltd

Posted a day ago, valid for 13 days

Fareham, Hampshire PO17 5BL, England

Full Time

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Sonic Summary

My client, a Fareham-based whole of market financial planning practice, is expanding their team and seeking an experienced Paraplanner.
The role involves analyzing information, conducting research, and producing suitability reports based on client meetings.
Candidates should have prior experience in a paraplanning role, ideally with whole of market products, and hold or be working towards a level 4 diploma in financial planning.
The salary for this position is up to £38,000, depending on experience, along with benefits including 26 days holiday and study support.
This is primarily an office-based role with flexible working options available.

Due to a exciting recent acquisition my client who are a Fareham based whole of market financial planning practice are expanding their team with a opportunity for a experienced Paraplanner to support a highly experienced team of advisers.

Duties

Analyse information and conduct research to produce articulate and appropriate suitability reports.
Receiving instructions during debriefings from advisers following client meetings.
Interpreting data obtained by advisers during client meetings.
Preparation of existing client files ready for reviews.
Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
Proposing and drafting financial solutions that meet each client’s goals, needs and objectives

Required Skills and Qualifications

Experience within a paraplanning role, ideally dealing with whole of market products
Experience using Intelligent office is desired
Hold the level 4 diploma in financial planning or be working towards

Package

A salary of up to £38k depending on experience, 26 days holiday + the day off on your birthday, study/examination support, life cover, pension, PMI, flexible working but will mainly be a office based role.

Please apply online or reach out to Chez Dunning - Director of Appointed to find out more.

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