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Vision FS Recruitment
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Claygate, Surrey
Paraplanner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
An ambitious, forward-thinking and award-winning IFA firm based in Claygate, Surrey which boasts an outstanding portfolio of clients and a reputation for excellence, is keen to hire an experienced Paraplanner. Reporting to a Chartered Adviser, the Paraplanner role’s key duties will include: Technical research and preparation for client meetings Preparing client reports and suitability letters Preparing pension transfer reports Handling technical client queries The ideal candidate for this exciting opportunity will have: A minimum of 12 months' experience in a paraplanner role Level 4 qualification or currently studying towards it Strong knowledge of investment & pension products Experience of using provider platforms and product provider extranet sites What you'll receive in return: A salary of up to £45,000 Flexible hours i.e. 8am-4pm, 9am-5pm, 10am-6pm A competitive benefits package including a bonus, pension, parking, study support A career pathway to either Paraplanner Manager or Trainee Adviser