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Paraplanner

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Location

Guildford

Salary £40000 - £50000
TypePermanent
WorkplaceHybrid
Ref83918

Recruiter Managing This Role

We are looking for a talented Paraplanner to join a well-respected and successful wealth management practice. The successful applicant will be working on a hybrid basis with the chance to work 3 days from home.

You will be working in a busy team in support of our clients’ wealth managers. You will have a strong technical ability and be adept at producing a high standard of work. Experience of more complex financial arrangements is desirable, such as EIS/VCT/BPR, bond withdrawal and surrender, and DB pension transfers.

Duties will include technical research, cashflow forecasting, and the preparation of suitability reports.

Applicants must have a minimum of 4 years’ paraplanning experience and have attained (or be close to attaining) the Level 4 Diploma. You will have had exposure to usual paraplanning duties, be client-centric and with excellent attention to detail.

You must be a great team player with excellent IT skills, with good product knowledge. Ideal candidates will be proficient with Intelligent Office and paraplanning software.

Our client are offering a competitive salary and your career development and professional study will be fully supported.

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Application For Paraplanner