My client is located in the beautiful countryside on the outskirts of Winchester and Andover with beautiful offices including onsite parking and lovely views, even with a few deer raising their heads every now and again.
My clients prides themselves with their history of excellent client care, with their financial advisers taking time to fully understand any concerns and financial plans you have for the near and far future.
Due to progressions within the business a opening has arisen for a paraplanner to join the team to assist 4 financial advisers on research and report writing with a focus on compliance and a personal service to clients.
It is vital as the paraplanner that you have a adaptable forward thinking attitude, team work is essential so you must be personable with strong communication skills, written and verbal. Ideally candidates will be working towards their diploma in financial planning, but RO1 is a minimum requirement.
Career progression opportunities to become a financial adviser available for the right person, with study support to further industry qualifications.
Flexible salary on offer upto 40’s for a the right candidate, plus many other great benefits.
Duties such as….
Draft annual review and one off advice letters
Attend client meetings
Analyse, review and summarise on a range of different financial products
Build positive relationships with existing and new clients.
Agree with the adviser what the client’s needs are and an outline of the recommendations.
Assess any taxation implications and discuss with adviser.
Gather supporting information for recommendations.