Paraplanner (Diploma Qualified)

Recruiter
Anonymous
Location
Guildford
Salary
40000.00 - 47000.00 GBP Annual + GBP40000 - GBP47000/annum bonus, study support, pension
Posted
07 Apr 2017
Closes
21 Apr 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Senior Paraplanner, 47K, Guildford

Your new company
Our client is a highly successful wealth management firm, which provides quality independent investment and financial planning advice to individuals, business owners and entrepreneurs.

Your new role
As Senior Paraplanner, your job duties will include: analysing fact-finding data for suitability reports, writing suitability reports from template, conducting in depth research and recommendations, analysing statistics, working with IFAs on what recommendations would best suit the client, using Intelliflo on a daily basis and dealing with any technical queries from clients.

What you'll need to succeed
Level 4/diploma qualified with at least 2 years' Paraplanning experience from an IFA/Wealth management firm.

What you'll get in return
A competitive salary of GBP47,000 plus a benefits package including pension, study support and private healthcare.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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