Paraplanner

Paraplanner - Farnham, South East England

Ref: 1555Friday 12 April 2024

£35000 - £40000

We are representing a leading financial services firm in Hampshire who are dedicated to delivering exceptional wealth management solutions. Committed to fostering professional growth, our client offers an exciting opportunity for a Diploma-qualified Technical Paraplanner to join their team. This role presents a unique chance for career progression as the company expands its operations.

 

Position Overview:

As a Technical Paraplanner, you will play a pivotal role in the financial planning process. Your responsibilities will include crafting detailed financial strategies and collaborating closely with advisors to ensure the delivery of high-quality service to clients. This position offers promising career advancement prospects within a dynamic and growing organization.

 

Responsibilities:

  • Utilise your technical expertise to support the development of financial plans and investment strategies.
  • Conduct thorough research and analysis to provide accurate and effective recommendations.
  • Collaborate closely with advisors to understand client needs and objectives.
  • Prepare comprehensive reports and documentation for client meetings.
  • Stay informed about industry regulations and best practices to maintain compliance and deliver quality service.

Requirements:

 

  • Diploma qualification in financial planning or related field.
  • Previous experience in a paraplanning role is preferred.
  • Strong technical skills and proficiency in financial planning software.
  • Excellent attention to detail and analytical abilities.
  • Effective communication and collaboration skills.

 

Benefits:

  • Competitive salary up to £40k, negotiable for the right candidate.
  • Opportunity for hybrid work arrangement post-training completion.
  • 4 x Death in Service insurance.
  • Private Medical Insurance with the option to add partners/dependents after a 3-month probation period.
  • 5% contribution to the group pension scheme.
  • 25 days holiday allowance with the option to buy/sell 5 days.
  • Support and training provided for RO (Diploma) /AF (Chartered) exams.
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