Posted 8 March by Recruitment Connection


Nr Guildford, Surrey

£30,000 to £40,000 + benefits.

Information about the client:

  • My client is a leading international financial planning firm and is looking for an experienced paraplanner to join its rapidly expanding team of experienced advisors and paraplanners.

Requirements of the role as a Paraplanner:

  • You should be Level 4 CII Diploma qualified or have the Certificate of Paraplanning from the CII or from CISI. However, ambitious part-qualified candidates may also be considered;
  • You should be willing to pass new exams such as J09 (Paraplanning), J10 (Discretionary Investment Management), J02 (Trusts), AF03 (Advanced Pension Planning).
  • Previous experience as a paraplanner, especially report writing;
  • The ability to understand simple and some complex financial products - defined benefit pension scheme and structured products;
  • Ability to understand the difference between client circumstances and client objectives and also different types of objectives - immediate and long term objectives, financial and non-financial;
  • Understand how to make recommendations for financial objectives;
  • Able to define risk tolerance, risk capacity (capacity for loss), risk perception etc;
  • You should be hard working, and a good communicator, able to work under pressure on multiple tasks, willing to learn from other people and be a great team player;
  • The successful candidate will have exceptional attention to detail, customer manner, confidence and enthusiasm.

Employee benefits:

  • This exciting opportunity which offers an additional supervisory role within the paraplanning team;
  • This is a great opportunity to join a company who offers excellent benefits, unrivalled in-house training and study support to drive career progression.

Ref: 4840

Application question

Do you have a level 4 certificate in paraplanning?

Reference: 33329871

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job