Senior Paraplanner - Guildford - £50,000

MVP Limited ,
Alton, Hampshire
More Details
Job Type: Full-time
Salary: £45,000 per annum

Overview

Our client, a Regional Investment Manager based near Alton is looking for a talented Paraplanner/ Report Writer to join their continually growing business and help develop their already highly respected Client Support Team. Working with pensions, ISA’s, General Investment Accounts, Investment bonds and trusts, this is a hybrid role that will be writing New Business Suitability Reports and providing Ongoing Financial Advice to Existing Clients. The reports focus will be on the suitability of defined contribution pension switches, transfers with meeting clients long term objectives. The advice is owned by the Paraplanner / Financial Planner hence previous FCA registered CF30 experience is an advantage but will be helped towards if not held. The role also entails financial advice covering a range of topics to include: pension and investment accumulation, pension contributions, lifetime allowance planning, designing tax efficient cash flow strategies during retirement and later life planning. Advice is given over the phone or via email with some face to face client meetings. To be considered, applicants MUST have at least the Level 4 qualified Diploma in Financial Planning/ Regulated Financial Planning as well as relevant "hands on" experience in paraplanning that has been gained in the financial services market. This is a fantastic opportunity to work with genuine very high-net worth UK clients and potentially progress into an adviser with a modern and efficient approach to private client advice and asset management

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