Paraplanner

Recruiter
Reed
Location
Gomshall, UK
Salary
Competitive
Posted
19 Aug 2019
Closes
31 Aug 2019
Ref
1222687066
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a successful wealth management practice with qualified, experienced consultants, whose main focus is to ensure a smooth running of a long term investment.

My client is looking to expand their Guildford team size and they are seeking for an experienced, self- motivated, hardworking paraplanner who will support 2 advisers. The ideal candidates will hold the diploma in financial planning and come from an experienced background in paraplanning.

Onsite parking is available at the location.

My client provides full study support towards the level 6 charter status which includes study leave.

Salary

Up to £40,000 - negotiable for an experienced qualified Paraplanner

Duties as followed:

Researching and writing suitability reports

Undertake product and financial planning research

Be able to manage the planning workflow

Delegate and communicate clearly with advisers and administrators

Communicate with clients and third parties

Develop and maintain all processes relevant to technical support

Skills / Experience Required:

Level 4 Diploma in Financial Planning

Excellent planning skills including report-writing skills

Good technical skills of using technical financial planning tools

Time management and accuracy skills

Good communication skills, verbal and written

This is an excellent opportunity for an experienced paraplanner to join a successful wealth management practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

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