Paraplanner

Posted 4 days ago by Ortus Psr
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An Independent whole of market Advisory firm in Fareham is looking to hire an experience Paraplanner. They specialise in the delivery of independent financial advice and wealth management to individuals, businesses, and trustees.

You will be joining a team of 3 Paraplanners supporting 8 Advisers carrying out report writing. To ensure the end client receives a superior service you will be supported by a team of Administrators that will take care of all the new business and servicing Administration so you can focus on working with the Advisers and Providers.

You will be dealing with Investments, Pensions (including DC), Mortgage, and Protection suitability reports. The team will support you with qualifications and can provide a career path to Adviser.  

To be considered:

Must have experience working as a Paraplanner handling suitability reports

Excellent knowledge of Investments and Pensions

A couple of RO exams would be beneficial  

Reference: 42648471

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