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Paraplanner - IFA Practice - Winchester

Paraplanner - IFA Practice - Winchester

MI Search Ltd

Posted a day ago, valid for 7 days

Winchester, Hampshire SO23 7QQ

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Our client, a national IFA firm with offices across the UK, is seeking an experienced paraplanner for their Winchester office, with hybrid working options available.
In this role, you will collaborate closely with independent financial advisers to provide holistic financial planning solutions for high-net-worth clients.
Your responsibilities will include preparing suitability reports, conducting technical research, and ensuring compliance with all relevant policies and procedures.
The firm offers support for technical qualifications and skills development, with opportunities for career progression in the long term.
Candidates should have paraplanning experience, ideally be CII Level 4 Diploma qualified or near completion, and the position offers a basic salary of up to £50,000 along with benefits.

Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Winchester office (hybrid working possible).

Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.

You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.

This firm will support you with both technical qualifications and skills in the role and longer term the potential to progress your career.

You must have paraplanning experience and ideally be CII Level 4 Diploma qualified or near to achieving this and keen to study further qualifications.

Basic salary up to £50,000 and benefits

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