Senior Paraplanner - Guildford

Synchronicity Group
Guildford, Surrey
14 Jul 2017
13 Aug 2017
Contract Type
Full Time

Senior Paraplanner - Guildford

This role will give you the opportunity to work within a leading IFA firm based within Guildford to work as a full-time Senior Paraplanner and join their already strong current team.

The right candidate will have Level 4 DipFS along with good working experience within an IFA firm. You should have sound product, taxation and investment knowledge coupled with excellent numerical skills as the position will cash flow planning, cover reporting and preparation of CGT and income tax calculations.

You'll provide support to others within the team and will have client contact on the phone with the possibility to attend meetings. For the successfull candidate there could be an opportunity to attain CF30 if desired.

This is a great opportunity to work with a fantastic business that is both highly professional and brilliant at what they do.

If you are interested in this position and have the relevant skills & experience then please apply by sending through your CV or call for more information.