Experienced Chartered Paraplanner - Guildford

Recruiter
James Phillip Financial Recruitment
Location
Guildford
Salary
42000.0000
Posted
17 Apr 2017
Closes
17 May 2017
Contract Type
Permanent
Hours
Full Time

James Phillip Financial Recruitment are pleased to be working with a successful Guild based Chartered IFA Brokerage. Due to continued success they are now looking for an experienced Chartered Paraplanner.

Essentially you will have:

- The ability to work with advisers to extract the information required to prepare financial plans and recommendations

- The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation

-The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required -

- An understanding of investment risk and the ability to construct recommendations consistent with a clients agreed risk appetite.

- The ability to present recommendations in a clear and logical format using language which can be easily understood by clients

- Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner

- Excellent report writing skills

- Ability to work as part of a team as well as on your own initiative

- Ability to critically evaluate information, probe and challenge the facts

- A flexible and adaptable attitude towards work

Pay and Benefits

Salary £42000 to £48000 depending on experience

Discretionary annual bonus

Contributory pension scheme

Private Medical Insurance

4 x Death in Service Life cover

Permanent Health Insurance

Interest free season ticket loan

Please contact James at James Phillip Financial Recruitment if you have any questions.