Product Features
Blog
Contact Us
Sign In
Premier Jobs UK Limited
,
Fareham, Hampshire
Paraplanner
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £22,000 per annum |
Overview
Are you looking to work within a vibrant, friendly Paraplanner team based in Fareham supporting highly effective Independent Financial Advisors? The Company Nearing their 20 years anniversary of establishment, this firm of Independent Financial Advisors is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisors and dedicated back office support structure. The business is well placed to continue growing by recruiting quality Paraplanners. Paraplanner responsibilities As a Paraplanner, you will be focused on working closely with their experienced Independent Financial Advisors to ensure clients are provided with unbiased advice, bespoke to their specific needs. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing the suitability report and liaising with the Administrators to ensure business is accurately processed and systems are correctly updated. Team Support You will be working within a highly successful team of IFAs, Paraplanners and Support Staff. Therefore, will have access to specialist knowledge to bounce ideas around. Paraplanner requirements to be considered You should have experience as a Paraplanner You should have strong knowledge of investments and pensions Ideally, you should be Level 4 DipFA qualified (will consider individuals working towards this) Paraplanner benefits Basic salary of between £22,000 to £40,000 dependent upon qualifications and experience Company benefits include auto-enrolment pension, private health care paid as salary sacrifice, 'health cashplan’ scheme and up to 25 days holiday plus bank holidays Working from their recently renovated, professional offices Normal working hours of 9 - 5:30pm, Monday to Friday (may be expectation to stay on to fulfil your duties - plus possible flexible working hours, which are office dependent) Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.