Our client are a well established Financial Planning business with offices in Guildford. Due to on going growth within the business and increasing business levels, they now require an experienced Paraplanner to join their team. You will be part of a highly professional and qualified paraplanning team that provide technical support to the Financial Planners of the business.
Daily duties will include; bespoke report writing, producing fact finds, investment research, regularly speaking with clients over the telephone and attending client meetings when required. The successful candidate will hold their Diploma in Financial Planning as a minimum and any further CII qualifications would be considered advantageous.
The organisation are seeking to recruit a Paraplanner who is happy to remain within the role for at least three years after which they will be offered progression into either an advisory or senior technical position. This is an excellent opportunity to join a reputable and well known organisation who are highly regarded in the market.