Bishop's Waltham
A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirt of Southampton.
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You will be supporting 3 advisers and working alongside another paraplanner. The role will require that you have the ability to undertake research, write suitability reports, liaise with product providers, and comfortable liaising with clients when needed.
The office is set in an easy to get to location with free onsite parking.
£40,000 – £50,000 depending on experience and qualifications.
What’s needed to be considered for this paraplanner position:
- Previous experience in a similar role in an IFA, Wealth Management firm, or financial services firm.
- Level 4 Diploma, or close to achieving
- Able to prioritise and manage workload effectively
- Strong background and knowledge in holistic advise
What’s next?
Apply today to be considered for this Paraplanner opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Adviser support, paraplanner, paraplanning, para planner, para planning, report writer, report writing, Financial associate
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