Job Details
Paraplanner - Hampshire
Sector:Financial Services
Region : Greater London
Location: Hampshire
Salary: £25k - £35k
Job Ref.: SB-HAMP
Job Information
Our client is an established financial planning practice with a presence in the Hampshire area. Due to continued demand for their services and exponential growth they are now seeking to add an experienced Paraplanner to their practice in Colchester.Key Responsibilities
• Responsibilities of the role will involve product research, report writing and assisting the Advisers with any technical queries.
• Candidates will be Diploma qualified (DipFA) as a minimum and willing to work towards Chartered status. Those on the path to Chartered already will be viewed favourably.
• Experience in submitting and processing new business as well as outing together portfolio.
• Strong technical knowledge of pensions, life and investment products.
• Experience using wrap platforms and back office systems such as Avelo.
• Interested in roles which would support progression to an advisor level
• A keen eye for detail and administrative experience
If you are interested and have relevant experience please apply within and one of our consultants will be in touch.