Paraplanner

Recruiter
Financial Divisions
Location
Guildford, UK
Salary
Competitive
Posted
17 May 2019
Closes
27 May 2019
Ref
1137551626
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Guildford

£35,000 to £45,000

Financial Divisions are delighted to be supporting a multiple award-winning firm in Godalming, in their search for a highly experienced Paraplanner.

As the Paraplanner, you will deal with client's technical queries, providing any guidance in the absence of the IFAs', you will carry out in depth research and analysis and recommendations onmatterssuchasplatformreviews,tax-planningproductsandprovidersbasedon establishedcriteria. To analyse fact-finding data and understand if there is enough informationon whichtobaseasuitabilityreport. You will also have the understanding for the required content of a suitability report and conducting own researchintoanymissinginformationbeforecompilingthe report.

You must have your level 4 Diploma in Financial Planning and be working towards your level 6 advanced Diploma and Chartered Status. The firm carry out some very interesting and complex cases, so a good technical knowledge is essential. You will be able to analyse statistics and conduct research for appropriate providers and investments.

Along with a competitive salary, you will receive a pension, holiday and private healthcare.

Half a day per month off to attend relevant CPD events including travel expenses.

Consideration given to working from home when unable to attend the office in Godalming.

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