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Position: Paraplanner
Location: Redhill, Surrey/Hybrid Position (2 days per week working from home)
Minimum Requirements: Minimum 2 years' experience as a Paraplanner, CII Level 4 qualified
Salary/package: Up to £45,000 + Bonus + 24 days annual leave (increasing to 26) + Pension (5%/5%) + DIS + Private Medical + Study Support
YOUR NEW COMPANY
An award-winning Chartered Top 10 IFA firm based in Surrey has begun its search for a talented and ambitious Paraplanner after promoting a member of its paraplanning team to the position of Trainee IFA. The business, in Redhill, is widely recognised as one of the best Chartered Financial Planner firms in the London/South East region. The Paraplanner vacancy is a hybrid role, with 2 days per week permitted to work from home.
THE ROLE
The Paraplanner's key duties will include:
- Undertake research which are in the client's best interests
- The careful preparation of suitability reports
- Agree client objectives with the firm's Financial Planners
- Ensure compliance within regulations is followed at every step of the client process
REQUIREMENTS
Applicants for the Paraplanner vacancy must have the following criteria:
- Minimum 2 years' experience as a Paraplanner
- CII Level 4 qualified
REMUNERATION / PACKAGE
- A base salary of up to £45,000
- Bonus
- 24 days annual leave (increasing to 26)
- Pension (5%/5%)
- DIS
- Private Medical
- Study Support
- Pathway to IFA available
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.
Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.
