Paraplanner

Recruiter
Vision FS Recruitment
Location
Crawley, UK
Salary
Competitive
Posted
12 Sep 2019
Closes
02 Oct 2019
Ref
1222764711
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
An award-winning UK-wide Wealth Management firm based in Crawley, West Sussex is expanding, with an urgent requirement for an experienced Paraplanner.

This internationally renown company, which is 100 years' old and has just moved into brand new offices, 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 and one of the firm's Chartered Advisers, 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

The successful candidate will receive:
  • A salary of between £40,000 and £50,000 (depending on experience)
  • A discretionary bonus scheme worth up to 10% of base salary
  • 25 days holiday
  • Pension
  • Healthcare
  • Study support
  • Parking
  • Career pathway to Trainee Adviser
  • Numerous other benefits

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