Paraplanner

Paraplanner

Our client is an award winning Independent Financial Planner and Mortgage Broker, founded to provide high quality solutions to a wide range of clients.

They have a great opportunity for a technical Paraplanner to join their team based in Alton, to work alongside Chartered Financial Planners who manage a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short-, medium- and long-term financial options.

What you'll be doing:

Prepare complex technical advice reports, which are adapted for each client - are welcoming, personalised and connect with each individual

Use initiative to find great solutions for client's needs, using different research and financial tools

Answer technical queries confidently and professionally keep-up to date with industry knowledge

Work as supportive team member

What we're looking for:

Experience as a Paraplanner within a Financial Planning company is essential

Experience dealing with High net-worth clients

Level 4 Diploma Qualified

The willingness to adapt and progress with a growing company

What's in it for you:

An extremely attractive basic salary (based on experience, and qualifications)

A chance to work for an organisation where the people, are their most valuable resource

Strong career progression

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.