Financial Divisions
Paraplanner
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Paraplanner Vacancy
Farnborough offices (Hampshire)
Salary: Negotiable plus benefits and bonuses
Annual Leave: 25 days plus your birthday off
Benefits: DIS benefits, Holiday Purchase Scheme
My client is a Chartered independent wealth planning firm with offices across the UK. They have placed over 20 members of staff with me. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across the UK. In their current setup, they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cash flow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have longstanding relations with accountancy and solicitor practices who refer business and have big expansion plans over the next 5 years.
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The support team comprises experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.
The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning, and retirement planning is necessary. There is a route to advising via my client's adviser academy. You will have at least 1 year of paraplanning experience and have completed some R0 exams towards the level 4 diploma.
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If this role sounds of interest or any other roles I am working on, please get in touch: peter@financialdvisions.co.uk
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