Overview

Paraplanner

Based Wimborne, Dorset

Salary: £30,000 – £35,000

 

Are you a Part or Diploma qualified Paraplanner who is looking for your next move?

  • Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
  • Do you feel that you are not using your technical skills as much as you should be?
  • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
  • Would you like to work for a larger business with a full range of benefits?

 

If so, we have the opportunity for you…..

The company and role:

  • Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
  • They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

 

The role:

  • Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
  • Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
  • Prepare cash flow reports and presentations for client meetings.
  • Research and stay up to date on industry trends, products, and regulations.
  • Collaborate with financial advisor to implement and execute client strategies.

 

Further information:

  • Discretionary bonus
  • Healthcare
  • 25 days holiday + 1 x Well being day + Bday off
  • 2 x days study leave per exam

 

So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.