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Paraplanner - Horley - up to £40,000

Posted 20 March by Centrepoint Recruitment Consultants Easy Apply Ended


to £40,000 to experience + excellent benefits.

East Surrey

Well established and highly respected independent provincial firm, where really understanding the client's perspective and building long term relationships is key. Working closely with Advisers to provide a seamless service for existing and new clients. Providing a holistic service with respect to the full range of Investment, Pensions, Income Protection, Tax Planning etc.

Responsibilities will include for example:

  • Undertaking bespoke product research, and product analysis.
  • Obtaining valuations
  • Portfolio reviews
  • Preparing suitability letters and reports.
  • Preparing for client meetings
  • Responding to day to day client queries and correspondence
  • Ensuring accurate, compliant and timely file maintenance

    Our client is seeking a self motivated, enthusiastic person, who enjoys using their own initiative, and working independently.
    Strong analytical skills.
    Strong problem solving skills.
  • Financial Planning CII Diploma or near completion by examination.

    It is envisaged that applicants will have at least 5 years technical IFA client support/paraplanning experience, to demonstrate the breadth of expertise required.

IT skills: Good Excel skills.
Knowledge of IFA software, such as AO/Adviser Offer/1st software.

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Wealth Management

Reference: 34388012

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