AddressAbout us
We are an award-winning firm and aspiring to be one of the leading financial planning firms on the south coast for long term, lifestyle financial planning. We wish to do this by creating strong, long term and personal relationships with all our clients, empowering them to make life changing decision to maximise their lifestyle pre and post retirement. We achieve this through delivering forecasting, plans and portfolio enhancements with unrivalled customer care and regular updates and reviews.
Job Opportunity
We are proud of our success which has been built on a solid foundation of quality and ethics. We are based in Wickham, near Fareham and are looking to recruit an enthusiastic, driven and “smart working” Paraplanner to support our high-profile financial planner.
Our clients are generally either business owners or professionals planning for retirement or actively retired, based locally and in South East. They value honesty, integrity and straight talking and require a relationship with a professional planning firm which they believe delivers value for money.
To join as a key part of our team you will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will have strong attention to detail, a ‘hands-on’ approach and be capable of independently completing required functions whilst also liaising effectively with other team members. In return we provide a flexible working environment.
Key responsibilities include:
- Supporting the Financial Planner in research and analysis to meet client needs and objectives;
- Prepare cashflow models in Truth and client folders prior to financial planning meetings and annual reviews;
- Support the Financial Planner in writing financial plans, annual review notes and suitability reports;
- Developing and maintaining internal relationships to help maintain business flow and meet agreed service and standard targets;
- Ensuring the smooth running of the technical administrative and compliance function within the business;
- Maintaining high level standards throughout the business as a whole;
- Promoting the profile of the business within the profession and wider communities;
- Continuous professional development to meet regulatory requirements and personal development needs;
- Pro-active in suggesting improvements for the continuing progression of the business;
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
- Being able to interact with Head of Meet and Greet, Rigby the Jackapoo dog who may become your best friend!
This is a fantastic opportunity to join our amazing firm in financial services where loyalty, dedication and enthusiasm will be recognised and rewarded.
As the position and role is challenging, varied we are looking for candidates with at least 3 years worth of financial services experience, preferably with Diploma level 4 qualification as a minimum .
The successful candidate can expect a salary plus benefits, flexibility and an extensive training and development programme.
We hire for attitude, drive and motivation; therefore all applications are encouraged and welcomed.
For further information about Sheraton FP please visit: www.sheratonfp.co.uk.
In the first instance, can you provide your CV with a few sentences on why you think you would be a perfect fit for the role.
We’re not interested in being contacted by any recruitment agencies.
Job Type: Full-time
Salary: £35,000.00-£50,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
Expected start date: 01/03/2024
