We are looking for an experienced paraplanner to join our dynamic and growing team.
You will be required to work across the team with our chartered advisers and service support assistants to produce detailed and highly professional reports.
Paraplanner
Southampton – Hampshire | Attractive Salary + benefits depending on experience
The Opportunity
You will be required to work across the team with our chartered advisers and client service team to develop and review clients’ financial plans, prepare client reports and recommendations for financial advisers. A competitive remuneration structure is in place plus benefits.
Your Credentials
The ideal candidate would be chartered. Experience is essential due to the sophisticated nature of the advice areas that we operate. Responsibilities would include:
* Client focused and passionate about service delivery
* Preparing and maintaining detailed client files and records
* Understand clients overall financial planning needs from planner fact finds
* Accurately prepare high quality suitability reports and letters to target deadlines
* Researching products, investments and involvement in due diligence.
* Carrying out administrative tasks as needed
* Ensure all requests and queries are appropriately investigated and prompt responses given
Key qualities would include:
* Advanced Microsoft Office skills
* Strong work ethic and willing to go the extra mile
* Takes responsibility and uses own initiative to solve problems
* Diligent with an excellent level of attention to detail
* Comprehensive analytical skills
In return, you will receive:
* A competitive and attractive salary
* Performance related bonus
* Pension
* Study support
* Private medical
* 25+ days holiday – depending on level
* Office based with flexible arrangement available.
* Opportunity to work with and be part of an ambitious, highly qualified, and capable Wealth Management team!
The position will be based within our modern, vibrant Southampton office.
To register your interest, please submit your CV via the apply button. Please do not hesitate to contact us as we do not charge for initial meetings. We would love to hear from you.
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