Paraplanner

Posted 23 September by Vision-FS Recruitment
Featured

Position: Paraplanner

Location: Epsom, Surrey

Minimum Requirements: Level 4 qualified, minimum 2 years’ experience as a Paraplanner at an IFA, strong pensions/investments/protection product knowledge, Voyant experience ideal.

Salary/package: £35,000 to £45,000 + benefits + career path to IFA.

YOUR NEW COMPANY

Our client is an award-winning and foward-thinking IFA firm based in Surrey. The company, which is over 20 years’ old, has significant plans to grow in 2021 and has just started the search for a talented Paraplanner to join its small and vibrant team based in Epsom.

THE ROLE

The Paraplanner vacancy is a very exciting and unique opportunity which can be tailored to an individual’s personal development goals with the possibility of an advisory or a management role in the future. Initially the Paraplanner role will be required to do the following:

  • Participating in all recommendation meetings and some introduction meetings
  • Review meetings
  • Filling out the fact finds
  • Building financial plans
  • Presenting Voyant cash flow plans to clients when required
  • Full report writing, including final salary based pension option reports
  • Collaborating with the administrator for information gathering and paperwork

REQUIREMENTS

Candidates interested in the Paraplanner vacancy will have the following criteria:

  • Level 4 qualified
  • Minimum 2 years’ experience as a Paraplanner at an IFA
  • Strong pensions/investments/protection product knowledge
  • Voyant experience
  • Excellent communication skills

REMUNERATION / PACKAGE

The package for the Paraplanner role is as follows:

  • Competitive salary of between £35,000 and £45,000
  • Discretionary bonus
  • Pension
  • Study support
  • 23 days annual leave
  • Free parking
  • Various other benefits

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Application questions

Are you Level 4 qualified?
Do you have at least 2 years Paraplanning experience at an IFA?

Reference: 40872552

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