Financial Planning Specialist

11 hours ago


Fareham, Hampshire, United Kingdom Recruit UK Full time
Paraplanning Role in Whiteley

We are working with a leading private wealth management company in Whiteley to find a skilled Paraplanner to join their team.

This is an excellent opportunity for a motivated individual to work with a dynamic and innovative company that advises on over 3 billion of client assets.

Key Responsibilities:
  • Run cash flow models and tax calculations for clients
  • Undertake reviews for the paraplanning team and provide training to team members
  • Build solutions for clients and make recommendations in conjunction with advisors
  • Write suitability reports for cases and lead Pod meetings
  • Attend client meetings and provide exceptional customer service
Benefits:
  • 28 days holiday, plus the option to buy more
  • Full exam support to Chartered status
  • 5% employer contribution to pension
  • Group Death in Service of 4 x basic annual salary
  • Group Income Protection and Private Medical Insurance
  • Flexible benefits platform with discount schemes and a Cycle to Work scheme
  • Flexible working arrangements, including home and office options
Requirements:
  • Level 4 Diploma qualified
  • 3 years' experience in a similar Paraplanning role
  • Team player with high attention to detail

We are a specialist recruitment agency in financial services, bringing unique expertise and connections to our clients and candidates. We are excited to be working with this Financial Planning firm in Whiteley and look forward to finding the right candidate for this Paraplanning role.



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