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Paraplanner (Pensions Management)

2 months ago

Surrey, United Kingdom Vision-FS Recruitment Full time €45,000

Location : Surrey (3 days per week working from home)

Intelligent Office experience;

Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parking

The company has significant plans to grow over the next 6 months and has just began the search for a Level 4 qualified Paraplanner to join its rapidly-expanding Administration team. The role can allow for up to 3 days per week working from home.

Conducting regular strategy meetings with the Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
Efficiently summarise recommendation options for the Financial Planners and draft letters and suitability reports for a wide range of products, providers and funds.
To think independently and to work outside of formal template structures to help formulate highly individualised client reports.
Intelligent Office experience ideal
Experience with Pension Switches and Trusts a bonus

Up to £45,000 salary (depending on experience)
~25 days' annual leave
~ Annual bonus
~ Pension (5%, 5%)
~ Private Medical
~ Up to 3 days per week WFH
~ Pathway to become a Financial Adviser


Synonyms: Paraplanner, Paraplanning, Administrator, Technical Analyst, Pensions, Investments, IFA, Financial Planning, Retirement Specialist, Retirement Planning, Independent Financial Advisor, Whole-of-Market

Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.