Paraplanner

Posted 27 October by Vision-FS Recruitment
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Position: Paraplanner

Location: Redhill, Surrey

Minimum Requirements: Level 4 qualified, minimum 5 years’ experience working in an IFA, minimum 2 years’ experience as a Paraplanner, strong pensions/investments/protection product knowledge, staff management, Intelligent Office experience.

Salary/package: £40,000 to £45,000 + benefits + career path to IFA.

YOUR NEW COMPANY

Our client is a well-established but evolving IFA practice based in Surrey. The firm, which is over 50 years’ old, has significant plans to grow in 2020 and has just started the search for a talented Paraplanner to join its small and vibrant team in Redhill.

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:

  • Provide extensive support to the Managing Director/Founder including provision of client valuations and recommendation letters.
  • Input into quarterly Management Information for the Board.
  • Assist in creation of Quarterly Newsletter.
  • Assist the Managing Director in creation of robust and repeatable processes and suitable systems to support this.
  • Complete advisory due diligence with use of appropriate systems.
  • Mentor and train admin role.
  • Build strong working relationships with clients, staff and providers.

REQUIREMENTS

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

  • Level 4 qualified
  • Minimum 5 years’ experience working in an IFA
  • Minimum 2 years’ experience as a Paraplanner
  • Strong pensions/investments/protection product knowledge
  • Staff management experience
  • Intelligent Office experience

REMUNERATION / PACKAGE

The package for the Paraplanner role is as follows:

  • Competitive salary of between £40,000 and £45,000
  • Discretionary bonus
  • Pension
  • Study support
  • 25 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.

Reference: 40872552

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