Paraplanner work on a 1-2-1 basis with Managing DirectorPoole offices - hybrid working after onboardingSalary negotiable - circa £50k plus benefits package & bonusMy client is an independent financial advice business based in Poole. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They work with SME owners, retirees, City professionals including accountants, lawyers and other occupational professionals with varying levels of assets from £200k - £12m. An average case holds £750k of invested assets. They are looking to recruit a paraplanner to work on a 1-2-1 basis with the Managing Director and all his clients who are the highest net worth and most technical cases. You will be diploma qualified and ideally working towards your chartered status. You will be working on complex cases including IHT, estate planning, VCT and EIS schemes amongst others. The business uses a variety of platforms but primarily use Quilter and Transact and use Intelligent Office, FE Analytics an Genovo. Full training will be provided on systems if needed. My client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service benefit amongst others. My client are looking to offer between £40k - £50k basic salary possibly more for the right candidate. Once you are established in the role you can work from home a few days a week after passing your probation. For more details please contact Peter Fozard at Financial Divisions.
Back to searchParaplanner work on a 1-2-1 basis with Managing Director - Poole Office - c.£50k salary
Financial Divisions
Posted 2 days ago, valid for a month
Poole, Dorset BH15 3TE, England
Full Time
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Sonic Summary
- The position is for a Paraplanner to work on a 1-2-1 basis with the Managing Director in Poole, offering hybrid working after onboarding.
- The salary is negotiable, typically around £50k, along with a benefits package and bonus structure.
- Candidates should have a diploma and ideally be working towards chartered status, with experience in handling complex cases.
- The firm specializes in providing high-level financial advice on a range of topics including Pensions, Investments, and Tax Planning.
- The role includes working with high net worth clients and requires familiarity with platforms such as Quilter and Transact.
