Paraplanner

Posted 16 May by Vision-FS Recruitment
Featured

Vision-FS are currently working alongside a rapidly growing, award-winning Financial Planning firm to find an experienced Paraplanner to join their team based near Redhill in Surrey.

As Paraplanner, you will be assisting the Paraplanner Team Leader and a Financial Adviser in their everyday duties whilst using a state-of-the-art back office system.

The Paraplanner role can lead into a Financial Adviser position for the right candidate.

The Paraplanner’s key duties will include:

  • Producing suitability reports
  • Conducting fact finds
  • Researching products and investment strategies
  • Working alongside the Financial Adviser on advice strategies
  • Attending client meetings when required
  • Various ad hoc duties

Paraplanner Package:

  • Up to £47,000
  • Annual bonus
  • 5% Pension
  • 25 days holiday (rising 1 day per year)
  • Study support
  • Life assurance
  • Flexible benefits

Candidate Experience Required:

  • At least 2 years’ experience as a Paraplanner
  • Possess the Diploma in Financial Planning (Level 4 qualied) or equivalent
  • Excellent communication skills

Application questions

Are you Level 4 qualified?
Do you have at least 2 years' paraplanning experience?

Reference: 39134472

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