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Paraplanner
Based Wimborne, Dorset
Salary: £30,000 - £35,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process - including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you.....
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- Discretionary bonus
- Healthcare
- 25 days holiday + 1 x Well being day + Bday off
- 2 x days study leave per exam
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
