Paraplanner - Financial Planning Specialist

4 days ago


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

Job Title: Paraplanner - Financial Planning Specialist

Job Summary:

We are seeking a highly skilled Paraplanner to join our team at Vision-FS Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing exceptional client service and delivering high-quality financial solutions.

Key Responsibilities:

  • Conduct thorough research and analysis to identify suitable financial solutions for clients.
  • Prepare and present detailed reports and recommendations to Financial Planners.
  • Update client records and business trackers accurately and efficiently.
  • Collaborate with the team to develop and implement processes and ideas.

Requirements:

  • Level 4 qualified in a relevant field.
  • At least 2 years' experience in paraplanning, preferably with a holistic approach.
  • Intelligent Office experience is highly desirable.
  • Experience with EIS/VCT/Structured Products and Pension Switches and Trusts is a plus.

Benefits:

  • Competitive salary up to £45,000 (dependent on experience).
  • 25 days' annual leave.
  • Annual bonus.
  • Pension scheme (5%, 5%).
  • Study support.
  • Private medical insurance.
  • DIS.
  • Flexible working arrangements, including up to 3 days per week working from home.

About Us:

Vision-FS Recruitment is a leading Financial Services Recruitment business, specializing in the Financial Planning, Wealth Management, and Employee Benefits sectors. We are committed to delivering exceptional recruitment solutions to our clients and candidates.



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