We are currently recruiting a Paraplanner to join a highly regarded National Financial Services specialist to join their Surrey based financial planning team.
To be successful you will need to demonstrate comparable paraplanning experience gained within an IFA or equivalent environment focused on holistic financial planning for high net worth private clients encompassing pensions, investment and protection.
You will be competent in the preparation of suitability reports across a broad range of products and services. Ideally Diploma qualified with a strong knowledge of research and provider systems.
Paraplanners have the option of specialising into technical areas of interest or progressing to planning status.