Paraplanner

2 weeks ago

Guildford UK, Surrey, United Kingdom Vision-FS Recruitment Full time

Position: Paraplanner


Location: Guildford, Surrey (3 days per week working from home)


Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to Guildford


Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parking


YOUR NEW COMPANY:

Our client is a well-established, award-winning IFA firm based in Guildford, Surrey. The company has significant plans to grow over the next 6 months and has just began the search for a Level 4 qualified Paraplanner to join its rapidly-expanding Administration team. The role can allow for up to 3 days per week working from home.


THE ROLE:

Reporting to the firm’s Head of Paraplanning, the Paraplanners’ key duties will include:

  • Conducting regular strategy meetings with the Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions 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.
  • To think independently and to work outside of formal template structures to help formulate highly individualised client reports.
  • Update client records and business trackers promptly and accurately.
  • Support the team and managers in the development of processes and ideas.


REQUIREMENTS:

Candidates interested in the Paraplanner vacancy will have the following criteria:

  • Level 4 qualified
  • Possess at least 2 years' paraplanning experience (holistic preferred)
  • Intelligent Office experience ideal
  • Experience of EIS/VCT/Structured Products
  • Experience with Pension Switches and Trusts a bonus
  • Live a commutable distance from Guildford


REMUNERATION / PACKAGE:

The package for the Paraplanner role is as follows:

  • 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


NEXT STEPS

If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.


Synonyms: Paraplanner, Paraplanning, Administrator, Technical Analyst, Pensions, Investments, IFA, Financial Planning, Retirement Specialist, Retirement Planning, Independent Financial Advisor, Whole-of-Market


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

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