Senior Paraplanner / Junior Adviser – Alton Hampshire
Competitive, bonus benefits
DipPFS working towards APFS
A well respected and expanding Chartered financial planning practice, working with pre and post retirement clients with large investment and pension portfolios is seeking a senior paraplanner to strengthen their team. New clients are referred by existing clients or professional connections.
The role will involve providing paraplanner support and working closely with advisers:
Researching and writing reports for financial planning strategies for new clients.
Writing reports for complex changes post annual review work for existing clients.
Acting as a point of contact with clients and dealing with non-advice related matters that may arise. Meeting clients where needed.
Provide technical support and training to administrative and junior staff.
Complete research tasks as assigned, acting as a supporting member of Investment Committee.
Develop and manage workflows and processes.
The role requires recent paraplanning experience, Diploma level 4 qualifications as a minimum and a genuine commitment to a career in financial planning. This role would suit a paraplanner who wants to take on some clients so it’s a great opportunity.
Apply to firstname.lastname@example.org
By sending us your information, you acknowledge that it will be held and processed by James Associates Recruitment Ltd, and you consent to our using your contact information (including your phone number and email address) to process your application and contact you to discuss recruitment opportunities.