A Financial Planning firm located in Southampton are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company they offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment.
This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support.
To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients.
This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment.
Role Purpose
To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to
HNW and UHNW. Overtime, this may consolidate to one adviser as the client base grows organically and via acquisition.
Role Accountabilities
Personal Competencies
Qualifications
Mandatory: Level 4 - CII Diploma of Financial Planning or equivalent
.
Paraplanner • Southampton, GB
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