Paraplanner

Financial Divisions; Fleet; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Accessible parking

Study support for exams

Job summary

Financial Divisions in Fleet, a very well established boutique Wealth Management firm, is seeking a Paraplanner (junior or senior) to join our team. You will handle end-to-end paraplanning across pensions, investments, tax planning, retirement planning and IHT, with Voyant cashflow modelling knowledge highly advantageous.

Salary is £35k - £45k plus bonuses and benefits, with parking available and study support for relevant exams.

Qualifications

• Diploma qualified or near completion; exceptions based on experience.
• End-to-end paraplanning across pensions, investments, tax, retirement and IHT.

Responsibilities

• End-to-end paraplanning for pensions, investments, tax planning, retirement planning and IHT.
• Collaborate with a Senior Paraplanner and experienced adviser.

Skills

Paraplanning

Pensions planning

Investments planning

Tax planning

Retirement planning

Education

Diploma in Financial Planning

Tools

Voyant cashflow modelling

Job description

• Paraplanner (junior or senior)
• £35k - £45k plus bonuses and benefits
• Established boutique Wealth Management Firm
• Offices in Fleet (Hampshire)

My client are a very well established Independent Financial Advisor (IFA) based in Fleet who have been operating for over 20 years with a full suite of financial advisers and servicing 500+ local families, retirees and HNW private individuals. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £500k to £2m+ of investable assets with a few families holding in excess of £2m of investments.

The business has very longstanding relations with their clients, but they do hold relations with a network of accountancy practices where they pick up leads and generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking an experienced Paraplanner who is ideally diploma qualified or close to completion. But they will consider a candidate who is qualified by experienced as opposed to qualifications. You will be confident with end-to-end paraplanning on pensions, investments, tax planning, retirement planning and IHT and knowledge with Voyant cashflow modelling would be highly advantageous. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with a very Senior Paraplanner and an experienced adviser.