Senior Paraplanner - HNW/Private Client, Guildford to £45k

Verridian Plc
12 Feb 2017
12 Mar 2017
Contract Type
Full Time

Independent financial planning business requires an experienced and mature minded Paraplanner to join their Paraplanning team.

You will ideally be Level 4 qualified or if not have the Certificate of Paraplanning from the CII or from CISI although ambitious part-qualified candidates will also be considered. You will be encouraged to pass further exams i.e. J09 , J10, J02 and AF03.

You will have previous experience as a Paraplanner with proven expertise in report writing, possess the ability to understand simple and some complex financial instruments such as defined benefit pension scheme and structured products, understand the difference between client circumstances and client objectives and different types of objectives both financial and non-financial.

Generally you will be dedicated, professional, able to demonstrate high levels of verbal and written communications/ interpersonal skills in order to develop and maintain client trust and inspire confidence, be solutions orientated, creative, imaginative, highly organised, methodical, analytical, disciplined and able to work to deadlines.

For further details please contact Alex Steele at Astral Recruitment.