Paraplanner

Recruiter
Vision FS Recruitment
Location
Claygate
Salary
£30,000 - £39,999
Posted
14 Nov 2019
Closes
14 Dec 2019
Ref
1222730454
Category
Accounting
Contract Type
Permanent
Hours
Full Time
An ambitious, forward-thinking and award-winning IFA firm based in Claygate, Surrey which boasts an outstanding portfolio of clients and a reputation for excellence, is keen to hire an experienced Paraplanner. Reporting to a Chartered Adviser, the Paraplanner role's key duties will include:
  • Technical research and preparation for client meetings
  • Preparing client reports and suitability letters
  • Preparing pension transfer reports
  • Handling technical client queries

The ideal candidate for this exciting opportunity will have:
  • A minimum of 12 months' experience in a paraplanner role
  • Level 4 qualification or currently studying towards it
  • Strong knowledge of investment & pension products
  • Experience of using provider platforms and product provider extranet sites

What you'll receive in return:
  • A salary of up to £45,000
  • Flexible hours i.e. 8am-4pm, 9am-5pm, 10am-6pm
  • A competitive benefits package including a bonus, pension, parking, study support
  • A career pathway to either Paraplanner Manager or Trainee Adviser

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