Paraplanner

Recruiter
Vision FS Recruitment
Location
Croydon
Posted
06 Apr 2019
Closes
21 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

One of Greater London’s most successful Financial Planning firms in recent years is expanding, with a requirement for an experienced Paraplanner.

This award-winning Chartered business, based near Croydon, has just promoted a member of its Paraplanning team into the role of Financial Adviser, thus creating a vacancy.

Reporting to the Paraplanner Team Leader, the Paraplanner role’s key duties will include:

  • Provide technical support to the Financial Advisers
  • Undertake effective research
  • Preparation of suitability reports
  • Agree client objectives with Financial Advisers
  • Follow internal procedures with regards to compliance
  • Offer a strong knowledge on all products

Suitable candidates will be:

  • Level 4 qualified (Diploma in Financial Planning)
  • Have a minimum of 2 years’ Paraplanning experience within an IFA/Financial Planning firm
  • Possess strong suitability report writing skills
  • Have previous experience of 1st Software

The successful candidate will receive:

  • A salary of up to £55,000 (depending on experience)
  • A discretionary bonus scheme worth up to 10% of base salary
  • 25 days holiday
  • Pension
  • Healthcare
  • Study support
  • Parking
  • Numerous other benefits

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