Paraplanner

21 hours ago


fareham, United Kingdom mbf Full time
Job Description

Are you an experienced Paraplanner looking for an opportunity to grow your career with a supportive and forward-thinking organisation? We’re excited to be recruiting on behalf of a highly respected, fully independent financial planning business that is currently experiencing a period of strong growth. Known for their innovative approach and commitment to providing exceptional client outcomes, this organisation has a unique approach to financial planning.


The Role

As a Paraplanner, you will play a pivotal role in supporting the financial planners by delivering high-quality, technically accurate reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.


Key Responsibilities:

  • Preparing detailed suitability reports and recommendations for clients.
  • Conducting in-depth research and analysis to support advice strategies.
  • Working collaboratively with financial planners and support staff to ensure seamless service delivery.
  • Staying up to date with industry developments and regulatory requirements.
  • Building and maintaining strong client relationships.


What’s on Offer?

  • Competitive Salary : Up to £60,000 base salary.
  • Discretionary bonus
  • Benefits : A robust package including pension, PMI, strong pension etc
  • Growth Opportunities : Join a forward-thinking company at a pivotal moment in its growth journey, with a strong focus on internal career progression.
  • Innovative Culture : Work in an environment that encourages fresh ideas and values your input.
  • Full exam support : examination support to attain Chartered status


About You

The ideal candidate will be proactive, detail-oriented, and passionate about delivering exceptional results.


Requirements:

  • Experience as a Paraplanner
  • Diploma in Financial Planning (DipPFS) or equivalent; Chartered or working towards Chartered status is a bonus.
  • Strong technical knowledge of financial products, including pensions, investments, and protection.
  • Excellent communication and interpersonal skills.


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