Paraplanner

3 days ago


Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time
Job Title: Paraplanner

We are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing high-quality financial advice to our clients.

Key Responsibilities:
  • Conduct research and analysis to identify suitable financial solutions for clients.
  • Prepare and present reports and recommendations to Financial Planners.
  • Update client records and business trackers accurately and efficiently.
  • Support the development of processes and ideas within the team.
Requirements:
  • Level 4 qualified.
  • At least 2 years' paraplanning experience.
  • Intelligent Office experience ideal.
  • Experience of EIS/VCT/Structured Products.
  • Experience with Pension Switches and Trusts a bonus.
  • Live a commutable distance from Guildford.
Package:
  • Up to £45,000 salary (depending on experience).
  • 25 days' annual leave.
  • Annual bonus.
  • Pension (5%, 5%).
  • Study support.
  • Private Medical.
  • DIS.
  • Up to 3 days per week WFH.
  • Pathway to become a Financial Adviser.

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