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Guildford
Paraplanner

Paraplanner

Cranleigh Personnel

Posted 3 days ago, valid for 10 days

Guildford, Surrey GU48EY, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The position is for a Paraplanner based on the outskirts of Guildford, offering hybrid working up to four days from home and flexible hours.
The salary for this role is up to £45,000, depending on experience and qualifications, with a preference for candidates who are Diploma qualified or working towards chartered status.
The company is an independent IFA that values work-life balance and provides a collaborative work environment, requiring in-office attendance on Wednesdays and monthly meetings.
Candidates should have experience in various areas of Paraplanning, including Bond Surrenders, high-risk products, pension switches, and Trusts.
The role offers 23 days of holiday plus bank holidays, discretionary bonuses, and opportunities for exam and study support.

Paraplanner

Based outskirts of Guildford - Hybrid working up to 4 days from home and flexible working hours

Salary: up to £45000 depending upon experience and qualifications

Diploma qualified or working towards chartered would be desirable.

Are you a Diploma qualified Paraplanner?

 Do you feel that you are not using your technical skills as much as you should be?

Or are you working in a restricted practice and looking for a move to a whole of the market independent practice?
Are you just churning annual reviews and are not working on interesting/complicated cases?
Do you want to work in an environment that appreciates a life/work balance?

If so, this opportunity could be the perfect match for you.

About the company and what they can offer

They are a fully independent IFA based in a stunning barn conversion on the outskirts of Guildford. They work in a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
There is full flexibility on working a hybrid model - they just ask that employees come in on a Wednesday as this is the Paraplanner and Admin day together.
They also have a company meeting on a Monday once a month too.
They also offer flexible working with start times between 8am-10am
Full admin support is also provided, to leave the paraplanners to focus on the technical support aspects
Exam support and study support and the opportunity to progress into advising if this is of interest are all on offer as well
23 x days holiday + Bank Hols and discretionary bonuses

About the role.

They ideally need someone with good experience in various areas of Paraplanning such as Bond Surrenders, High risk products EIS/VCT/Structured Products, and who has dealt with pension switches and Trusts.

So, if the time is right to move roles into a family orientated Practice, then please apply and

we can run through the role and company in more detail.

Apply now in a few quick clicks