Experienced Chartered Paraplanner - Guildford

James Phillip Financial Recruitment
17 Apr 2017
17 May 2017
Contract Type
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.