Position: Paraplanner
Location: Guildford, Surrey (3 days per week working from home)
Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to Guildford
Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parking
YOUR NEW COMPANY:
Our client is a well-established, award-winning IFA firm based in Guildford, Surrey. The company has significant plans to grow over the next 6 months and has just began the search for a Level 4 qualified Paraplanner to join its rapidly-expanding Administration team. The role can allow for up to 3 days per week working from home.
THE ROLE:
Reporting to the firm’s Head of Paraplanning, the Paraplanners’ key duties will include:
1. Conducting regular strategy meetings with the Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
2. Efficiently summarise recommendation options for the Financial Planners and draft letters and suitability reports for a wide range of products, providers and funds.
3. To think independently and to work outside of formal template structures to help formulate highly individualised client...