Senior Paraplanner

  • Location

    Fareham, Hampshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £45000 - £50000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2666_1605267996

  • Published:

    2 months ago

  • Expiry date:

    2020-12-13

  • Startdate:

    ASAP

  • Consultant:

    #

We are working with an award winning national Wealth Management organisation to recruit a Senior experienced Paraplanner. The organisation is well established and work at the top end of the market, they provide holistic Investment & Financial Planning services to HNW clients across the UK.

The firm have multiple offices across the UK, this role will be working out of their largest and busiest office in Hampshire. In this role you will be responsible for technical Paraplanning support for the companies Financial Advisers, you will also be required to provide training and support to the existing Paraplanners when required. They are looking for a senior member of the team who can have some oversight.

To be considered you MUST have experience in a Paraplanner position and will ideally be Chartered, although the client will consider individuals who are Diploma qualified as long as they have strong Paraplanning experience. Those with previous DB transfer experience would be preferred but again not essential.

The client is well known for providing high quality training and support, you will have the opportunity to progress your career into Advisory should you want to.

Basic salary to £50,000 + bonus and good company benefits including pensions, DIS, Income Protection etc.