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.