Senior Paraplanner

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

Job Title: Senior Paraplanner

Location: Guildford

Salary: £40,000- £45,000

Benefits: Excellent Pension, Holiday allowances

A well-established IFA practice based east of Guildford requires a Level 4 Paraplanner to join their existing team

You will have experience in a IFA practice already and already working in a full Paraplanning role

This role provides an excellent opportunity for someone who is an established Paraplanner to join a well-respected IFA company

Responsibilities:

Manage the planning workflow

Receive and implement requests from the Managing Director

Gather and record client data

Prepare reports to a professional and timely standard

Provide information for annual reviews and identify areas not covered

Communicate with selected clients (face to face or remote) and third parties

Develop and maintain all processes relevant to technical support

Delegate and communicate clearly with technical and client support

Undertake financial planning and product-based research

Operate within the compliance and corporate standards of the business

Skills:

Level 4 Diploma working towards Chartered status would be preferred

Knowledge of FE Analytics, Selectapension, Voyant are also preverbal

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for