Paraplanner

Position: Paraplanner

Location: Epsom, Surrey (1-2 days per week working from home)

Minimum Requirements: Level 4 qualified OR close to completing it

Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + free parking

YOUR NEW COMPANY

Our client is a well-established, award-winning boutique IFA firm based in Epsom, Surrey. The company has significant plans to grow over the next 12 months and has just started the search for a Paraplanner to join its rapidly-expanding Administration team. The role can allow for up to 2 days per week working from home.

THE ROLE

Reporting to the firm’s Managing Director, the Paraplanners’ key duties will include:

• Undertaking research to reach conclusions and recommendations for clients
• Preparation of suitability letters
• Involvement in the company’s research processes including platform due diligence
• Handling some client correspondence on behalf of the Financial Advisers
• Working alongside the Financial Advisers on advice strategies
• Using Salesforce as a back office system along with the AJ Bell platform

REQUIREMENTS:

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

• Ideally at least 1-2 years' experience as a Paraplanner
  
• Possess a Level 4 qualification OR close to completing it
• Ideally have Salesforce and AJ Bell experience preferred
• Live a commutable distance from Epsom

REMUNERATION / PACKAGE

The package for the Paraplanner role is as follows:

• Up to £45,000 salary (depending on experience)
• 25 days' annual leave
• Annual bonus
• Pension (5%, 5%)
• Study support
• Up to 2 days per week WFH
• Pathway to become a Financial Adviser

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.