Senior Paraplanner

Location
Woking
Salary
£35000 - £45000 per annum
Posted
19 Sep 2019
Closes
17 Oct 2019
Ref
00098258
Contact
Recruitment Genius Ltd
Sector
Public Sector
Function
Finance
Contract Type
Permanent
Hours
Full Time
This is an opportunity to join a firm of independent financial advisers based just outside Woking in Surrey.

As senior paraplanner, you will use your technical knowledge and expertise to analyse client needs, write recommendation reports and improve the planning process. Working closely with the financial advisers, you will also be supported by a highly proficient administration team.

Responsibilities:
- Attending client meetings with financial advisers when required
- Analysing client information from fact find, existing records and meeting notes
- Researching products and services to make suitable recommendations
- Writing compliant client reports with appropriate disclosures and illustrations
- Maintaining relationships with product and service providers

Skills & Experience:
- Level 4 Diploma, familiarity with MS Office and FE Analytics
- Technical competence in investments, pensions, tax allowances and protection
- Conscientious and diligent, likely to have at least two years' experience
- Aware of applicable legislation, guidance and best practice
- Excellent command of English, both verbal and in writing

Salary & Benefits:
- £35,000-£45,000, pension, discretionary annual bonus
- Flexible hours, potential to work from home
- Support with career development and qualifications
- Sociable and professional office environment
- Free parking

An interesting and rewarding role for a senior paraplanner who wants to work in Woking, Surrey for a friendly, supportive company.

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