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Paraplanner (Level 4 Qualified)

Paraplanner (Level 4 Qualified), 37K, Guildford

Your new company
One of Surrey’s best run Financial Planning firms, which enjoys a superb reputation within the marketplace, has teamed up with Hays to hire a diploma qualified Paraplanner. The practice, based in exceptional offices on the outskirts of Guildford, specialises in giving whole of market financial advice on investments, pensions, protection & inheritance tax planning.
  
Your new role
As Paraplanner, you will reporting into the Managing Director. You will be helping to deliver an outstanding client experience for the company’s Independent Financial Planners. Your duties will include: providing paraplanning support to two Financial Planners such as annual reviews, product research, suitability reports and updating Voyant; assisting with the firm’s research processes including due diligence; assisting the company’s Investment Committee; general compliance issues.

What you'll get in return
You will receive a base salary of up to £40,000 (potentially flexible for the ideal candidate). A discretionary bonus, pension and study support are also included in the package.

What you'll need to succeed
You will have the Diploma in Financial Planning with at least 2 years’ Paraplanning experience. Strong report writing skills and product knowledge will also be required for this role.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Summary

Job Type:
Permanent
Industry
Banking & Financial Services
Location
Guildford
Specialism
Financial Services
Pay
40000
Ref:
3184965
Apply Now

Talk to a Consultant

Talk to Neil Soffe, the specialist consultant managing this position, located in Brighton

International House, 78 - 81 Queens Road, Brighton, BN1 3XE

Telephone: 01273 723 160
For 50 years we've used our expertise to help people transform their careers.

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