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Premier Jobs UK Limited
Fareham
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Paraplanner you will be focusing on und
Job Source: Premier Jobs UK LimitedTC Group
Portsmouth
Paraplanner Portsmouth, Hampshire Salary competitive depending on experience Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days) About the Paraplanner role We are TC Group, the fastes
Job Source: TC GroupAppointed ltd
Fareham
Are you looking to work with a team of highly successful Financial Planners? Is your Niche providing technical administrative support in the servicing of existing and new client business? Do you write high quality suitability reports? Based in Whiteley my client is a financial planning firm who are seeking a Level 4 Diploma Qualified individual wit
Job Source: Appointed ltdOrtus PSR
Fareham
Hiring for a Paraplanner to join a mid-sized IFA Are you a meticulous and analytical individual with a passion for financial planning? We are seeking an experienced Paraplanner to join our dynamic team at a regional IFA firm with £450 million in Assets Under Management. You will be joining a highly structure team of Adviser, Paraplanner, Technical
Job Source: Ortus PSRTC Group
portsmouth, hampshire
Paraplanner Portsmouth, Hampshire Salary competitive depending on experience Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days) About the Paraplanner role We are TC Group, the fastest-gr
Job Source: TC GroupAppointed ltd
Fareham
Solely independent financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Junior Paraplanner. The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have
Job Source: Appointed ltdPremier Jobs UK
Fareham
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Paraplanner you will be focusing on u
Job Source: Premier Jobs UKBrook Street UK
Fareham
Brook Street are recruiting for 2x Paraplanners for a client of ours in Fareham! We're seeking two skilled Paraplanners to contribute to our mission of enhancing our clients' relationship with their wealth. If you're a problem-solving wizard with top-notch communication skills, we want to hear from you. Salary: £35,000 to £45,000 DOE Hybrid Worki
Job Source: Brook Street UKFareham
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Paraplanner you will be focusing on undertaking the research, analysis and report writing to support the Financial Advisers. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing the suitability report and liaising with the Administrators to ensure business is accurately processed and systems are correctly updated.
You will be working on a range of financial planning cases including, investments, pension transfers, bonds, VCT, EIS, IHT etc. To aid you in your role, you will receive support from the Technical Admin team who undertake the suitability reports for standard cases such as ISAs.
Paraplanner Requirements
You should have experience as a Paraplanner
You should ideally hold full Level 4 Diploma in Financial Planning or equivalent (or close to achieving this)
The Company
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.
Paraplanner Benefits
Salary of £35,000 to £43,000 dependent upon experience
Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation
Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time)
Office based role
Location
Fareham
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Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Paraplanner jobs in Fareham
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