Position: Paraplanner

Location: Guildford, Surrey (3 days per week working from home)

Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to Guildford

Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parking

YOUR NEW COMPANY:

Our client is a well-established, award-winning IFA firm based in Guildford, Surrey. The company has significant plans to grow over the next 6 months and has just began the search for a Level 4 qualified Paraplanner to join its rapidly-expanding Administration team. The role can allow for up to 3 days per week working from home.

THE ROLE:

Reporting to the firm’s Head of Paraplanning, the Paraplanners’ key duties will include:

• Conducting regular strategy meetings with the Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
• Efficiently summarise recommendation options for the Financial Planners and draft letters and suitability reports for a wide range of products, providers and funds.
• To think independently and to work outside of formal template structures to help formulate highly individualised client reports.
• Update client records and business trackers promptly and accurately.
• Support the team and managers in the development of processes and ideas.

REQUIREMENTS:

Candidates interested in the Paraplanner vacancy will have the following criteria:

• Level 4 qualified
• Possess at least 2 years' paraplanning experience (holistic preferred)
• Intelligent Office experience ideal
• Experience of EIS/VCT/Structured Products
• Experience with Pension Switches and Trusts a bonus
• Live a commutable distance from Guildford

REMUNERATION / PACKAGE:

The package for the Paraplanner role is as follows:

• Up to £45,000 salary (depending on experience)
• 25 days' annual leave
• Annual bonus
• Pension (5%, 5%)
• Study support
• Private Medical
• DIS
• Up to 3 days per week WFH
• Pathway to become a Financial Adviser

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.