Paraplanner work on a 1-2-1 basis with Managing Director - Poole Office - c.£50k salary

Paraplanner work on a 1-2-1 basis with Managing Director
Poole offices - hybrid working after onboarding
Salary negotiable - circa £50k plus benefits package & bonus

My 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.