Job Description
Our client is a privately owned Chartered Financial Planning firm in Alton, Hampshire that has been established for over 40 years. They are currently recruiting for a Senior Paraplanner to strengthen their adviser support team.
The role-
* Providing paraplanner support to assigned advisers.
* Researching and writing reports for financial planning strategies for new clients.
* Writing reports for complex changes post annual review work for existing clients.
* Acting as a point of contact with clients and dealing with non advice related matters that may arise.
* Meeting clients where needed. Provide technical support and training to administrative and junior staff.
* Complete research tasks as assigned, acting as a supporting member of Investment Committee.
* Deal with implementation of any types of client transactions, maintaining electronic records in conjunction with administration staff.
* Assist with IT systems and development of systems
Salary - £35,000 - £42,000 p.a plus benefits and possible bonus
Required Qualifications - Dip PFS working towards QCF level 6 – APFS
Training Provided - Relevant CII Exams. Relevant training courses from various external sources for Continuous Professional Development
**detailed job description available upon request
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