Technical Paraplanner

Recruiter
Switch Recruitment
Location
Guildford
Salary
40000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

Our client is a well established and successful Employee Benefit / Wealth Management IFA. Due to sustained growth our client is looking to recruit an experienced and highly technical Paraplanner to join their growing team with some supervisory responsibility.

Responsibilities:
- Technical research, report writing and preparation for client meetings
- Attending client meetings
- Preparing pension transfer analysis reports
- Handling technical client queries
- Assisting with creation/evolution of client portfolios
- Ensuring team complies with FSA and internal compliance procedures

Candidates need to Qualified to Chartered status (or close to) and it is essential that candidates demonstrate a strong background within an IFA / Wealth Management environment as a Paraplanner as well as ideally have strong IT skills including exposure to 1st software being a distinct advantage.

In return our client is looking to offer a competitive basic salary of circa £45k as well as an excellent benefits and bonus package.