Paraplanner (Professional Connection IFA) Hampshire

  • Location:

    Hampshire, England

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Extensive Benefits

  • Contact:

    Nick Tagg

  • Contact email:

    nick.tagg@search.co.uk

  • Job ref:

    Req/543483

  • Published:

    8 months ago

  • Expiry date:

    2019-12-25

  • Start date:

    ASAP

I am representing the much admired Financial Advisory arm of a top 20 regional Accountancy business who are seeking an experienced, customer focussed paraplanner to join their existing team.

This role sits within a team of 4 paraplanners and will support 2 Chartered Financial Planners. It is crucial that the successful candidate possesses excellent communications skills, as a key part of this role will be to develop and maintain good relationships with clients as well as introducers and providers.

Main responsibilities

* Work with a 2 Senior Consultants, taking fact find, meeting notes and general guidance from the consultants to prepare reports/recommendations.
* Ensure sufficient client information obtained and analyse information gathered by the consultant and challenging advice where required.
* Undertake sufficient product, investment and market research - using Voyant for cash flow modelling
* Attain and maintain the level of competence as required by the firm.
* Ensure relevant CPD is maintained and recorded accurately.
* Keep up to date with all relevant product, legislative or technical changes.

Skills and experience

* A minimum of 2 years experience as a Paraplanner
* Diploma in Financial Planning with a good understanding of the fee based advise process
* Analytical tools include the use of Voyant or similar
* Back office systems experience - Intelliflo or similar
* A good knowledge and understanding of the investment, pension and protection products and taxation
* A desire to establish yourself with a reputation as a high quality Paraplanner.

The company offers a competitive basic salary plus 4 x DIS, 75% Income protection, 3% employer pensions contribution and a further employer matching up to max of 2%, PMI on single person basis and 23.5 days holiday plus bank holidays

For more detail contact Nick Tagg at Search Consultancy on 01293 848137 or email nick.tagg@search.co.uk



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