Overview
Join to apply for the Paraplanner role at Sahasraa Solutions.
This Paraplanner job is available within an award winning firm that truly cares about their team.
Responsibilities
* Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
* Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions
* Draft suitability reports, for final approval by the Financial Advisor
* Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs
This role has a holistic focus, whereby you will be involved in a variety of products and advice needs.
Paraplanner Requirements
* You must have experience as a holistic Paraplanner and used to supporting a team of Financial Advisors
* Paraplanners with experience of working towards SLA targets would be beneficial
* You should hold full Level 4 Diploma qualification in Financial Planning
* Must have strong attention to detail and able to explain complex information clearly
Company
This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice.
Paraplanner Benefits
* Salary of £42,000 - £48,000 dependent upon experience and qualifications
* Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more
* Home based with once a fortnight / month visit to their office in Farnborough (or more often if you desire)
* Regular charity initiatives, including 1-day annual allowance for charity work
* Normal working hours
Location
Remote based with once a fortnight / month visit to their office in Farnborough
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