35000.00 - 40000.00 GBP Annual + GBP35000 - GBP40000/annum bonus, study support, pension
26 Apr 2017
24 May 2017
Contract Type
Full Time
Paraplanner, up to GBP40,000, Fleet in Hampshire

Your new company
A rare job opportunity to join one of Hampshire's most exciting IFAs has arisen. An innovative financial planner, specialising in investment portfolio services and pensions, is looking to hire an ambitious Paraplanner to join their growing team. Based close to Fleet, the business offers modern, spacious offices with excellent facilities. Working hard whilst having fun is the company's ethos.

Your new role
A second Paraplanner is required due to a recent increase in business for the firm. Your key duties will include: working closely with the company's financial planners, supporting the client advisory process, playing a key role in providing an all-important, paraplanning function and possessing an excellent attention to detail and a hunger to grow with the business. Specific tasks will include reviewing fact finds, undertaking quotes using relevant in-house platforms, undertaking research and analysis, discussing potential client advice with Financial Planners and compiling suitability reports.

What you'll get in return
Your package will include a competitive salary of up to GBP40,000 plus 23 days holiday, a pension (3% employer 1% employee), Death in Service, study support and 9am-5pm working hours. Parking is also available. The offices are based just a 5 minute walk away from a mainland train station. Career development is actively encouraged, with a potential long-term path towards becoming a Trainee Adviser.

What you'll need to succeed
You will have at least 12 months Paraplanning experience, and have or be actively studying towards the Diploma in Financial Planning (level 4).

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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