Paraplanner

2 days ago

Guildford, United Kingdom Cranleigh Personnel Full time

Paraplanner

Based outskirts of Guildford - Hybrid working up to 4 days from home and flexible working hours

Salary: up to £45000 depending upon experience and qualifications

Diploma qualified or working towards chartered would be desirable.

Are you a Diploma qualified Paraplanner?

 Do you feel that you are not using your technical skills as much as you should be?

  • Or are you working in a restricted practice and looking for a move to a whole of the market independent practice?
  • Are you just churning annual reviews and are not working on interesting/complicated cases?
  • Do you want to work in an environment that appreciates a life/work balance?

If so, this opportunity could be the perfect match for you.

About the company and what they can offer

  • They are a fully independent IFA based in a stunning barn conversion on the outskirts of Guildford. They work in a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
  • There is full flexibility on working a hybrid model - they just ask that employees come in on a Wednesday as this is the Paraplanner and Admin day together.
  • They also have a company meeting on a Monday once a month too.
  • They also offer flexible working with start times between 8am-10am
  • Full admin support is also provided, to leave the paraplanners to focus on the technical support aspects
  • Exam support and study support and the opportunity to progress into advising if this is of interest are all on offer as well
  • 23 x days holiday + Bank Hols and discretionary bonuses

About the role.

They ideally need someone with good experience in various areas of Paraplanning such as Bond Surrenders, High risk products EIS/VCT/Structured Products, and who has dealt with pension switches and Trusts.

So, if the time is right to move roles into a family orientated Practice, then please apply and

we can run through the role and company in more detail.

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