Paraplanner

Capio Recruitment Financial Planning

Posted 15 hours ago, valid for 24 days

Leatherhead, Surrey KT24 6TB, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The job title is Paraplanner with a salary range of £35,000 to £50,000.
This position is located in Surrey within a boutique Chartered Financial Planning firm.
The firm is looking for an experienced Paraplanner with a minimum of 2 years of experience.
The successful candidate will provide technical support to Advisors and manage a dedicated client bank.
Additional benefits include development opportunities, exam support, hybrid working, and various employee perks.

Job Title: Paraplanner

Salary: £35,000 - £50,000

Location: Surrey

We currently have a great opportunity within a boutique Chartered Financial Planning firm based in the South Surrey area. They are searching for an experienced Paraplanner to join their close-knit and friendly team due to recent growth of the business.

The successful person will provide direct technical support to the Advisors and work to build relationships with a dedicated client bank. You will write investment strategy documents and suitability letters, undertake bespoke research, prepare meeting packs and keep product and fund knowledge up to date.

This role would suit an experienced Paraplanner, keen to broaden their technical knowledge and keep up to date with FCA regulations.

In return the firm offer great development opportunities, exam support, hybrid working, Employee Assistance Program, a good pension contribution, Death in Service, team socials as well as regular team socials!

The Required Skills:

- Minimum 2 Years experience in Paraplanning

- Working towards or achieved Level 4 Diploma

- Desire to become Chartered

- High level of attention to detail and accuracy in their work

- Ability to work under pressure, manage time and prioritise workload

If you are interested in hearing more about this position, please get in touch with us at Capio.

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