(LO93) Paraplanner - Guildford

£35,000.00 - 40,000.00 Per Annum

Job Title: Paraplanner

Salary: £35,000 - £40,000 however will be negotiable for the right candidate

Location: Guildford

Experience: Minimum of 2 years’ experience working within an IFA environment

Qualifications: Level 4 Qualified as a minimum

The Company:

Our client is a wealth management and financial planning business, focused on helping clients to understand and plan for their financial future. Their primary areas of advice are pensions planning (PPP to SIPP switches, Drawdown, OPS, DB, EPP) and investment planning (ISAs, OEICs).

Currently the firm is made up of seven advisers and three paraplanners. Looking to expand due to a paraplanner going part time and another adviser is now at the level where they need a full time paraplanner to support them.

Key Responsibilities:

This role requires fully comprehensive paraplanning support in which the successful candidate will instigate and complete research, prepare recommendations, write relevant client reports and ensure cases are documented to the required standard. You will be involved in preparing and managing the overall ongoing client review process.

Don’t delay! We’re hiring for an immediate start date. Click the apply button below to start the job application process.

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat with me, Daniella Anderson. Alternatively find me on LinkedIn and send me a message.

Job Types: Full-time, Permanent

Salary: £35,000.00 to £40,000.00 /year negotiable depending on experience