Paraplanner

Paraplanner - South East England

Ref: 48Monday 7 June 2021

£40,000

A highly reputable independent financial planning practice with offices just outside of Guildford are currently seeking an additional Paraplanner to join their dynamic and friendly team.

 

You will be part of a collaborative Paraplanning team providing one on one support to an IFA, with the support of a Paraplanning team and have you own designated Administrator.

 

Benefits

 

Annual salary (£30,000 - £40,000 DOE)

Free on-site parking

Private Medical Insurance

Full exam support

26 days annual leave plus bank holidays

Death in service

Company pension

 

What is required?

 

Experience within a holistic and independent financial planning practice

Level 4 Diploma qualified or working towards attaining this

Adept at conducting research on Pensions and Investment cases and writing suitability reports

Experience of using Intelliflo would be beneficial