Paraplanner

Financial Divisions; Farnborough; On-site; GBP 35,100 - 42,900; Full time

Benefits offered by this job

25 days annual leave

Birthday off

DIS benefits

Holiday Purchase Scheme

Job summary

Financial Divisions' Farnborough office is hiring a Junior Paraplanner to support a Chartered independent wealth planning team. Based with a ten-strong paraplanning group, you will assist advisers with pensions, investments, tax planning and retirement planning, while developing through its adviser academy.

The role offers a clear progression route, a starting salary around £39k with bonuses and benefits, and a generous package including 25 days annual leave and a birthday off.

Qualifications

• Sound knowledge of admin processes across pensions, investments and retirement planning.
• Progression via adviser academy and CPD/exams.
• Paraplanning experience desirable.

Responsibilities

• Provide paraplanning support to advisers and prepare technical research.
• Assist with pensions, investments, tax planning and retirement planning.
• Collaborate with a team of paraplanners to deliver client reports.

Skills

Paraplanning

Pensions

Investments

Education

Paraplanner qualification

Industry exams

Job description

• Junior Paraplanner vacancy
• Farnborough offices (Hampshire)
• £39k plus bonuses and benefits
• 25 days annual leave plus your birthday off
• DIS benefits, Holiday Purchase Scheme

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.

The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.

The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy.