Are you an experienced Paraplanner looking to join a dynamic wealth management firm?
Established in 2011, this Wealth Management firm is firmly positioned to provide financial advice to their private and corporate clients on pensions, investments, IHT, protection and mortgages. They have grown their business primarily through recommendations based on their excellent client service. They are keen to recruit a Paraplanner to support their Financial Advisers.
Roles and responsibilities
Your role as a Paraplanner will be focused on, providing support to their 3 Financial Advisers through undertaking preparation of client meeting packs; researching suitable financial planning solutions and drafting suitability letters to describe the Adviser’s recommendations. Their Financial Advisers do regularly come across pension transfers (including DB work) and so ideally you should have experience of this area of advice.
Requirements to be considered
In order to be considered, you should have minimum 18 - 24 months experience as a Paraplanner experience and be minimum Level 4 Diploma qualified. Ideally, you should have a positive approach to your work to complete tasks and be able to manage your workload.
- Salary of £30,000 plus quarterly bonus
- Potential negotiation on salary for an exceptional individual
- Excellent opportunity for a Paraplanner to support Financial Advisers within a dynamic wealth management firm
- Office based role
- Normal working hours
- Caterham, Surrey
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