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.