Paraplanner

Recruiter
FM Top Jobs
Location
Fareham
Posted
26 Nov 2018
Closes
10 Dec 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you looking to work for a vibrant, friendly Paraplanner team supporting highly effective Independent Financial Advisers?

The Company

Nearing their 20 years anniversary of establishment, this firm of Independent Financial Advisers 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. The business is well placed to continue growing by recruiting quality Paraplanners.

Roles and responsibilities

As a Paraplanner, you will be joining their support team of 11 individuals. You will be working closely with their experienced Independent Financial Advisers to ensure clients are provided with unbiased advice bespoke to their specific needs. 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.

Team Support

You will be working within a highly successful team of IFA’s, Paraplanners and Support Staff. Therefore, will have access to specialist knowledge to bounce ideas around.

Requirements to be considered

You should have experience of undertaking a similar role as a Paraplanner (i.e. undertaking paraplanning duties) and have strong knowledge of investments and pensions. Ideally, you should be DipFA qualified, however, they will consider individuals working towards this.

Benefits

* Basic salary of circa £35,000 dependent upon qualifications and experience

* Plus, company benefits including: matched pension, private health care, flexible cash benefits and up to 25 days holiday plus bank holidays

* Annual Christmas trip abroad!

* Working from their professional offices with free parking

* Normal working hours of 9 – 5:30pm, Monday to Friday

Location

Fareham

Apply now or call David Fletcher Regional Recuitment Consultant on (Apply online only)

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP JOBS LTD uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS LTD gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information within this advert

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