Job description

Requirements

  • Entry level
  • No Education
  • Salary £40,000.00 - £50,000.00 gross per year
  • Godalming

Description

Vision-FS recruitment is currently working with a Top 50 IFA firm to recruit an experienced, Level 4 qualified Paraplanner for their offices based near Guildford, Surrey.

THE ROLE:

Reporting to the Paraplanner Manager and one of the firm’s Chartered Financial Planners, the Paraplanner’s key duties will include:


- Taking full responsibility for research, preparation and implementation of advice and recommendations, including cash flow and retirement forecasts and ongoing review of client affairs


- Ensure completeness of client file/data gathering Confirm risk profile, capacity for loss and knowledge and experience is determined and update


- Attend client meetings, if required Identify and obtain information necessary to compile clients’ recommendations


- Assisting consultants in identifying areas for planning


- Carry out technical calculations

WHAT’S NEEDED:


- A minimum of 3 years’ experience as a Paraplanner
- Possess the Diploma in Regulated Financial Planning or equivalent
- Excellent communication skills

WHAT YOU’LL RECEIVE:


- A salary of up to £50,000
- Annual bonus
- 25 days’ annual leave
- 5% Pension
- Study Support
- Free Parking
- Career path to Financial Adviser

  • recruitment