Paraplanner

  • Location

    Fareham, Hampshire

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £40000 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2919_1620213626

  • Published:

    about 2 months ago

  • Expiry date:

    2021-06-04

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

We are working with a national Independent Financial Planning & Wealth Management organisation to recruit an experienced Paraplanner. The business has gone from strength to strength recently and as a result are looking to recruit an additional Paraplanner to join their friendly team, this role will be working out of their busy Fareham office.

The role will focus on providing technical support to IFAs, including suitability report writing, undertaking market research and liaising with clients etc. The role will be working within the existing support team, you will be provided with full support from the in house Administrators which will allow you to focus your time on more technical duties.

To be considered you MUST have experience within a Paraplanner position, ideally 2+ years and will be Diploma qualified - although exceptional candidates working towards will also be considered.

The client is offering a basic salary to £40,000 plus bonus and other company benefits.