Paraplanner

  • Location

    Hook

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £35000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH3249_1635501390

  • Published:

    about 1 month ago

  • Expiry date:

    2021-11-28

  • Consultant:

    ConsultantDrop

A long established and highly profitable wealth advsiory practivce based near Hook in Hampshire is seeking to recruit a Paraplanner/Trainee Paraplanner to support two senior Financial Planners.

You will be working in a busy team alongside other technical support staff providing paraplanning support. The role will involve providing support by way of client liaison over the telephone, obtaining quotes and valuations, processing business in relation to predominantly pensions, investments, IHT planning and cash flow modeling, dealing with a HNW client base. Candidates must have previously worked in an IFA support environment for a minimum of 2 years and have made some progress with relevant CII qualifications.

There's a clear structure in place along with full financial backing for further market qualifications to make sure the successful candidate attains full Senior Paraplanner status within a 3 year period and guaranteed salary increases once certain target have been met. My client can also offrer a flexible working environment.