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Paraplanner

4 months ago

Guildford, United Kingdom Heat Recruitment Full time

We have an exciting opportunity for an experienced Paraplanner to join an ambitious wealth management company who focus on providing a high quality financial planning and investment management services.

The Opportunity

Due to their continued growth, our client is looking for an experienced Paraplanner to work with our client's principal adviser. You will be responsible for delivering high quality dedicated technical support. You will have the opportunity to prepare suitabilityletters, reports and recommendations and provide technical support to complex client queries.

You will be working in a strong team-focused environment where you can develop your career within a successful and ambitious firm.
- Level 4 Diploma qualification (or working towards this)
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills

Our client's office hours are 9-5 Monday to Friday. Although the role is office-based, there will be scope for flexible/ hybrid working for the right person. Applications are also welcome from those seeking part time work.

On offer for this Paraplanner role is a competitive salary, discretionery bonus, pension and 31 days' holiday (pro rated for part time). Your personal development and professional study will be fully supported.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner