Paraplanner - Large IFA
£34,000 - £38000 + Bonus + Benefits
Are you a Paraplanner worried that your firm cannot accommodate your future progression? Are you in a paraplanning role that is not varied or challenging enough?
We are working with a large IFA based in the Guildford area that is looking to add a Paraplanner to their team. The firm are a large IFA with a strong brand and reputation behind them. They work with HNW individuals on a whole of market basis and can offer strong routes for progression through to Adviser. As Paraplanner you will work as part of a team of Paraplanners providing group support for the firm’s Advisers in the form of technical research, suitability reports, client liaison, cash flow analysis and communication with product providers.
As Paraplanner you will have experience working in a wealth management environment ideally in a paraplanning focused role. You will have experience across a range of products and will have produced suitability reports for Advisers. You will also be able to demonstrate a track record of further successful Adviser support and clients liaison.
For consideration for this Paraplanner opportunity please forward your CV to Mark Flannery at Financial Divisions