Paraplanner (Pensions Management) - Financial Planning Specialist

1 week ago


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

Job Summary:

Vision-FS Recruitment is seeking a highly skilled Paraplanner to join its rapidly-expanding Administration team. As a key member of the team, you will play a crucial role in supporting the Financial Planners in delivering exceptional client service.

Key Responsibilities:

  • Conduct regular strategy meetings with the Financial Planners to discuss client needs and develop compliant solutions.
  • Undertake product and provider research to identify suitable options 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.
  • Think independently and work outside of formal template structures to formulate highly individualised client reports.

Requirements:

  • Level 4 qualified Paraplanner with experience in Pension Switches and Trusts.
  • Intelligent Office experience ideal.
  • Up to £45,000 salary (depending on experience).
  • 25 days' annual leave.
  • Annual bonus.
  • Pension (5%, 5%).
  • Private Medical.
  • Pathway to become a Financial Adviser.

About Us:

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



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