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Paraplanner - Private Clients - Basingstoke, Hampshire, United Kingdom, RG21


Our Client a growing IFA Wealth Management Company are looking for an experienced Paraplanner to join their successful team and support the Private Client Managers

In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 Diploma qualified.
  • Previous paraplanning experience within an IFA Practice or Wealth Management Company
  • High level of analytical capability and good communication skills
  • Good Pensions, Investment and Protection product knowledge

You will responsible for fully supporting the Private Client Manager, reviewing fact finds and client meeting notes. conducting the appropriate research and completing draft suitability reports.

Whilst this is an office based role, there might be some flexibility to work from home.

This is an excellent opportunity with a competitive salary and full benefits, with career development potential.