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Reed
Fareham
Reed Specialist Recruitment are proud to be representing a highly successful and ambitious SJP firm, who are looking for a new Paraplanner to join their team and help the Advisers. The successful candidate would be employed full-time, and would be able to work on a hybrid basis (or fully remotely) from any of the following locations - Whiteley (PO
Job Source: ReedFocus Search and Selection
United Kingdom
Paraplanner Join a leading wealth management team as an experienced Paraplanner, where your skills and ambition will thrive. This role is perfect for someone with a Level 4 Diploma in Regulated Financial Planning and at least 2 years of paraplanning experience. Responsibilities: Conduct thorough financial research and prepare detailed reports. Coll
Job Source: Focus Search and SelectionRecruit UK
Fareham
Job Title: Paraplanner REF : 8895 Are you an experience Paraplanner? Are you Level 4 Diploma qualified? Recruit UK are seeking a Paraplanner to join a prestigious wealth management firm. The ideal candidate will be fully diploma qualified, have previous experience with suitability report writing, good technical knowledge and an understanding of th
Job Source: Recruit UKSearch
United Kingdom
Paraplanner based in Hampshire Competitive salary + market leading benefits package, bonus, flexible workingExperience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.The successful candidate will:* Level 4 qualified.* Detailed and working knowledge of regul
Job Source: SearchOrtus PSR
Fareham
Are you passionate about financial planning and providing exceptional service to clients? Join our team at multi site IFA firm as a Paraplanner! You will be joining a privately owned financial planning and discretionary investment management house, dedicated to helping clients achieve their financial goals. The salary for this Paraplanning role is
Job Source: Ortus PSRPremier Jobs UK Limited
Fareham
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Paraplanner you will be focusing on und
Job Source: Premier Jobs UK LimitedTC Group
Portsmouth
Paraplanner Portsmouth, Hampshire Salary competitive depending on experience Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days) About the Paraplanner role We are TC Group, the fastes
Job Source: TC GroupReed
Fareham
Reed Specialist Recruitment are proud to be representing a highly successful and ambitious SJP firm, who are looking for a new Paraplanner to join their team and help the Advisers. The successful candidate would be employed full-time, and would be able to work on a hybrid basis (or fully remotely) from any of the following locations - Whiteley (PO
Job Source: ReedFareham
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Paraplanner you will be focusing on undertaking the research, analysis and report writing to support the Financial Advisers. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing the suitability report and liaising with the Administrators to ensure business is accurately processed and systems are correctly updated.
You will be working on a range of financial planning cases including, investments, pension transfers, bonds, VCT, EIS, IHT etc. To aid you in your role, you will receive support from the Technical Admin team who undertake the suitability reports for standard cases such as ISAs.
Paraplanner Requirements
You should have experience as a Paraplanner
You should ideally hold full Level 4 Diploma in Financial Planning or equivalent (or close to achieving this)
The Company
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.
Paraplanner Benefits
Salary of £35,000 to £43,000 dependent upon experience
Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation
Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time)
Office based role
Location
Fareham
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Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Paraplanner jobs in Fareham
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