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Fareham

    Paraplanner - Fareham, United Kingdom - Premier Jobs UK

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    Full time
    Description

    This Job as a Paraplanner in Fareham is a great opportunity to join a friendly and supportive team. If you have experience as a Paraplanner and ideally hold a full Level 4 Diploma in Financial Planning or equivalent, this could be the perfect role for you!


    The Company:

    This well-established firm of Independent Financial Advisors has been providing exceptional service to its clients for over 20 years. They pride themselves on their professionalism and expertise, with a team of experienced Independent Financial Advisers and dedicated back office support. It's a fantastic environment to grow and develop your career in the financial industry.


    Job Description:

    • Undertaking research, analysis, and report writing to support the Financial Advisers
    • Completing the full client journey, from sourcing suitable solutions to liaising with Administrators for accurate processing
    • Working on various financial planning cases such as investments, pension transfers, bonds, and more

    Requirements:

    • Proven experience as a Paraplanner
    • Full Level 4 Diploma in Financial Planning or close to achieving this qualification

    Benefits:

    • Competitive salary of £35,000 to £45,000 based on experience
    • Company perks including pension scheme, employee benefits, and holiday allowance
    • Standard working hours from 9 am to 5:30 pm, Monday to Friday

    Location: Fareham


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