Paraplanner

Paraplanner - South East England

Ref: 65Tuesday 27 July 2021

£30,000 - £40,000

A highly reputable financial planning practice in Surrey, who manage £0.5 Billion in client funds, are currently seeking an additional Paraplanner to join their dynamic and friendly team.

 

You will be part of a collaborative Paraplanning team of 6, supporting the company’s IFAs and have the support of a fully complemented Administration team.

 

Benefits

 

  • Annual salary (£30,000 - £40,000 DOE)
  • Flexible working (working from home and flexible work hours)
  • Full exam support and paid study days

 

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 with cashflow modelling would be beneficial