Paraplanner - Hampshire
Description : 11 Mar, 2023
We have an exciting opportunity for an Experienced or Trainee Paraplanner to join an ambitious wealth management company who focus on providing a high quality financial planning and investment management services.
The Opportunity
Due to their continued growth, our client is looking for a Paraplanner to work with our client's advisers. You will be responsible for delivering high quality dedicated technical support. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.
You will be working in a strong team-focused environment where you can develop your career within a successful and ambitious firm.
Ideal candidates would have:
Level 4 Diploma qualification (or working towards this)Previous experience within a fast-paced IFA PracticeHigh level of analytical capability and good communication skills Our client's office hours are 9-5 Monday to Friday. Although the role is office-based, there will be scope for flexible/ hybrid working for the right person.
On offer for this Paraplanner role is a competitive salary, discretionery bonus, pension and 31 days' holiday. Your personal development and professional study will be fully supported.
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