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SectorsAdministration, Administration Manager, Bancassurance, IFA/Independent Adviser, Paraplanner, Sales Support, Tied & Multi Sales, Wealth Manager
Salary£28,000 to £35,000 per annum
Benefitsfull benefits
LocationsDorset, Hampshire, South East, South West, UK
Contract TypePermanent




Salary to £35,000 depending on experience and qualifications

Our Client is a nationwide wealth management advisory company who are looking for a level 4 qualified paraplanner to join their team in Salisbury.

You could be a part of this exciting proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the company Investment philosophy.

You will be supported by a dynamic administration team enabling you to focus on your planner relationships and offer clients the experience they deserve from working with a growing UK wealth management company.

You will also receive a competitive salary and benefits package including Death in Service, child care voucher scheme membership as well as opportunities for career progression to match your career aims and ambitions and future share incentive schemes.

To be successful in this role you will need:

3+ year’s financial services experience

Must hold Diploma in Financial Planning (level 4) or be close to completion.

Ideally hold a certificate in Paraplanning

Excellent inter-personnel skills

A drive to exceed expectations and deliver a high level of customer service

Key words

Paraplanner, senior paraplanner, IFA, report writing, suitability reports, pensions, investments, IHT planning, estate planning

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