Dorking
Paraplanner – Surrey – £40K – £50K
We are seeking a skilled Paraplanner to join our client’s team. If you are detail oriented, results driven, and hold a CII Level 4 Diploma or equivalent, this could be the ideal opportunity for you.
This role is well-suited for someone who excels in translating complex financial information into clear, actionable client solutions.
Our client offers straightforward financial planning advice with a personalised touch. They focus on providing comprehensive advice to a select group of clients, including musicians, professional athletes, TV personalities, and individuals with OBE and CBE honors.
Benefits:
- Up to £50,000
- Hybrid working after probation
- Hours: 9am – 5pm
- Exam support and fee coverage
- Opportunity to attend client meetings
- Bonus and other benefits
To be considered for this Paraplanner role:
- Experience producing technical suitability reports
- Level 4 Diploma qualified (CII / CISI / LIBF)
- Strong analytical and communication skills, including client-facing experience
Apply today to be considered for this Paraplanner role. One of our specialist consultants will connect with you to discuss the opportunity in detail before submitting your CV to the client. During this conversation, we will aim to understand your specific skills and career goals, and where applicable, recommend other relevant roles that align with your profile.
Additionally, refer a friend or colleague to us and receive £200 if we successfully help them secure a new role.