Paraplanner either Full Time or Part Time
- Recruiter
- Unity Wealth Management
- Location
- Fareham
- Salary
- Competitive
- Posted
- 08 Dec 2016
- Closes
- 13 Dec 2016
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Part Time/ Full Time Paraplanner Flexible hours to work around family commitments Location: Fareham, Hants Hours: 9.00am till 5.00pm with flexibility to suit family commitments if required Salary: Highly Competitive (Pro Rata between GBP20,000 and GBP30,000 depending upon experience) plus benefits Working for Unity Wealth Management a local Independent Financial Advice firm specialising in Financial Planning and Wealth Management Advice. An excellent opportunity has arisen for a either a Full Time or Part Time Paraplanner to work within a highly successful family run company which has been established since 2003 and currently employs 5 staff with plans to expand adviser numbers in the coming year. You will be joining the Paraplanning team based in their Fareham offices, ensuring the business generated by the Wealth Managers, you work alongside, is processed correctly and in a timely manner. The Role You will be working within a busy team and your role will include, collating client information, preparing suitability letters, preparing illustrations and reports for client meetings, managing cases to completion and working with internal processing systems. You will be given full training on the relevant IT systems. You will need to ensure that the business obtained is being processed compliantly and in a timely way. You will be liaising with colleagues and third parties on a daily basis. The Person This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a 'can do' working style. It is essential that the applicant has previous experience working in a similar role previously. Please do not apply if you have not had this previous experience as your CV will not be considered without it. You will have been working within an IFA or Wealth Management environment and you are working towards obtaining the Level 4 Dip PFS qualification or have obtained it. You will need to have some experience of the administration of IHT and/or Pension and/or Investment products. You would meet our core values, beliefs and team personality which are: Be Honest and always tell the truth Do what you said you would Use positive language and live and work above the line Under promise and over deliver, to WOW and delight clients and your fellow team members Make the work fun You are highly organised. You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.