Paraplanner

Sahasraa Solutions; Farnborough; Hybrid; GBP 42,000 - 48,000; Full time

Job summary

A leading independent financial advisory firm seeks a Paraplanner to join their dedicated team. You will support Financial Advisors by ensuring compliance and researching financial solutions. This role involves drafting detailed reports, with opportunities for growth within a supportive environment.

Benefits

25 days holiday plus bank holidays

6% employer and 3% employee pension contribution

4x life assurance

Private Medical Insurance (PMI)

Income protection and critical illness cover

Regular charity initiatives

Qualifications

• Experience as a holistic Paraplanner supporting Financial Advisors.
• Ability to meet SLA targets.
• Strong attention to detail and communication of complex information.

Responsibilities

• Review factfinds and meeting notes for compliance.
• Research financial solutions and draft suitability reports.
• Provide technical support for clients’ financial needs.

Skills

Attention to detail

Holistic financial knowledge

Education

Level 4 Diploma in Financial Planning

Job description

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This Paraplanner job is available within an award winning firm that truly cares about their team.

Responsibilities

You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:

• Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
• Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions
• Draft suitability reports, for final approval by the Financial Advisor
• Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs
  
  

This role has a holistic focus, whereby you will involved in a variety of products and advice needs, therefore our client is looking for individuals with holistic experience.

Paraplanner Requirements

• You must have experience as a holistic Paraplanner and used to supporting a team of Financial Advisors
• Paraplanners with experience of working towards SLA targets would be beneficial
• You should hold fullLevel 4 Diploma qualification in Financial Planning
• Must have strong attention to detail and able to explain complex information clearly
  
  

The Company

This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice.

Paraplanner Benefits

• Salary of £42,000 - £48,000 dependent upon experience and qualifications
• Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more!
• Home based with once a fortnight / month visit to their office in Farnborough (or more often if you desire)
• Regular charity initiatives, including 1-day annual allowance for charity work
• Normal working hours
  
  

Locations

Remote based with once a fortnight / month visit to their office in Farnborough

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Advice

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