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** HEAD PARAPLANNER ****

Location: ALTON, HAMPSHIRE Salary: 35000 - 45000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 8 days ago Reference: 3099774
I have great opportunity for a candidate that is seeking the next step up in as a Paraplanner.. 

We have a client that does not often recruit in there office as its a great place to work, however an opportunity has arisen as for a Head Paraplanner to come in and be the main Paraplanner for the team of 5 paraplanner they currently have.  

This company is in a great location they have on site parking and have a competitive salary on offer with great benefits. This role would suit someone who is seeking the next step up. 




• Manage the planning workflow
• Receive and implement requests from the Managing Director
• Gather and record client data
• Prepare reports to a professional and timely standard
• Provide information for annual reviews and identify areas not covered
• Communicate with selected clients (face to face or remote) and third parties
• Develop and maintain all processes relevant to technical support
• Delegate and communicate clearly with technical and client support
• Undertake financial planning and product-based research
• Operate within the compliance and corporate standards of the business
• Undertake appropriate professional development and training
• Report on key measures on a regular basis


• High level of technical knowledge
• Ability to use technical financial planning tools, financial modelling and back office software: Morningstar, FE Analytics, Selectapension, Voyant
• Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet (our document management system)
• Clear understanding of an adviser’s role


• Interpersonal skills to develop and maintain client trust and inspire confidence
• Articulate – able to communicate effectively in verbal and written form
• Solutions orientated – imaginative
• Highly organised, methodical, analytical, disciplined, able to work to deadlines
• QCA Level 4 as minimum and ideally working towards CII chartered status or CISI / Certified Financial Planner


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