Adviser/Paraplanner

1 day left

Recruiter
Anonymous
Location
Leatherhead
Salary
40000.00 - 60000.00 GBP Annual + GBP40000 - GBP60000/annum pension, study support, bonus
Posted
29 Aug 2017
Closes
26 Sep 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Adviser/Paraplanner, up to 60K, Leatherhead in Surrey

Your new company
One of Surrey's leading IFA firms, which provides families and individuals with careful management of their financial assets and the protection of their financial legacy, is now searching for a suitably experienced Adviser/Paraplanner.

Your new role
As Adviser/Paraplanner, you will need a strong knowledge of financial products including both personal and company pensions, investments and wider financial products. You will also need to be prepared to research and analyse the full range of financial products, with particular focus on pensions. Your job duties will include: provide regular contact with clients through the advice process and assist with client correspondence as required, liaise with providers to gather, collate and analyse financial data and plan details, maintain and review pipeline business through the business process, prepare for follow up meetings and annual reviews and draft suitability reports.

What you'll get in return
You will receive a salary of up to GBP60,000 plus a generous benefits package which includes a bonus, pension, study support and free parking.

What you'll need to succeed
You will have experience as an Adviser and as a Paraplanner, with strong knowledge of personal and company pensions and investments. You will also be Level 4 qualified (DipFS).

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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