Paraplanner

Recruiter
Search Consultancy
Location
Surrey, UK
Salary
Competitive
Posted
10 Jul 2019
Closes
27 Jul 2019
Ref
1200007225
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner based in modern offices in Surrey, competitive salary and excellent benefits attached.

Will consider part time.

My client is an IFA company based within the heart of surrey are currently looking to recruit for a Paraplanner to join the business.

Responsibilities for the position will include:

- Report writing (Life, Pensions and Investments)

- Comprehensive research in the market place

- Work closely with the MD in preparing relevant work

- Meet with product providers as and when required

- Liaise with clients directly as and when required

- Prepare alternative scenarios for consideration in preparing client reports with consultants

Skills/experience needed for the position include:

- Excellent working knowledge of Pensions & a good general knowledge of Trusts and Taxation

- Good working knowledge of CGT and Income Tax calculations

- Excellent communication skills

- Candidate should have good experience working within an IFA practice

Qualifications: working towards level 4 diploma.

Benefits Package:

25 days holiday per annum

Death in Service Scheme

Income Protection Scheme

Simply Health Benefits Package

Auto enrolment pension scheme

Free parking at the office

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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