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Position: Paraplanner
Location: Ewell, Surrey (1 day per week working from home)
Salary/package: £45,000 + Bonus + 25 days annual leave + Pension + Study Support + Free Parking
YOUR NEW COMPANY
Our client is an award-winning, boutique IFA firm based in Ewell, Surrey. Over the past 20 years, the company's grown to become one of the region's most respected Independent Financial Advisory businesses. The firm prides itself in putting the client's interests first whilst ensuring a thriving working environment for its employees.
THE ROLE
Reporting to the Managing Director, the Paraplanner's job duties will include:
- Completing research for the preparation of meetings, Financial Plans, Annual Reviews, Reports, and letters.
- Preparing financial planning presentations.
- Preparing Wealth Preservation Framework presentations.
- Preparing Financial Plans, Annual Review Reports, and letters for financial planning.
- Reviewing instruction forms and legal documents for financial planning (including Wills, Trusts, and Lasting Powers of Attorney).
- Preparing Financial Plans, Annual Review Reports, and letters for Wealth Preservation Frameworks.
- Reviewing instruction forms and legal documents for Wealth Preservation Frameworks (including Family Investment Companies
REQUIREMENTS
Candidates interested in the Paraplanner vacancy will require the following:
- Level 4 qualification (or higher)
- Whole-of-market experience
- 2+ years experience as a Paraplanner
- Experience using Salesforce, Transact and AJ Bell a bonus
- Lives a commutable distance to Ewell, Surrey
REMUNERATION / PACKAGE
The package for the Paraplanner vacancy is as follows:
- £45,000
- Bonus
- 25 days annual leave
- Pension
- Study Support
- Free Parking
- 1 day per week WFH
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.
