Investment Planning Professional

5 days ago


Hampshire, United Kingdom Pavilion Recruitment Solutions Full time
Job Title: Investment Planning Professional

We are seeking a skilled paraplanner to join our team at Pavilion Recruitment Solutions in Hampshire or a Hybrid setup. This exciting opportunity offers a competitive salary of £45,000 - £60,000, aligned with industry standards.

About the Role

This role involves working closely with our Head of Paraplanning to develop comprehensive suitability reports for clients, focusing on investments, pensions, protection, and inheritance tax planning. The ideal candidate will possess strong analytical skills, with the ability to evaluate complex data and provide actionable insights.

Key Responsibilities:
  • Design and implement investment strategies tailored to individual client needs.
  • Conduct thorough research and analysis to identify optimal investment opportunities.
  • Collaborate with financial advisers to ensure seamless implementation of client solutions.
  • Stay up-to-date with industry developments and regulatory changes.
  • Communicate effectively with clients to understand their goals and objectives.
  • Liaise with third-party providers to secure product information and quotes.
  • Optimize back-office systems to enhance efficiency.
  • Support other office tasks as needed.
Benefits and Training Opportunities

We offer a range of benefits and training opportunities, including:

  • Minimum 33 days of annual leave.
  • Private medical insurance.
  • Life insurance.
  • Pension contributions.
  • Access to industry-specific training and development programs.
  • Opportunities for career advancement and growth.


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