Paraplanner

Coast Specialist Recruitment ,
Reigate, Surrey
Job Type: Full-time
Salary: £30,000 per annum

Overview

Our client, is a firm of Independent Financial Advisers based in Reigate, Surrey who provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. This is a well established business working within a friendly environment. Due to continued growth, the company requires a Paraplanner to join a team, working on a one to one basis with an IFA, specialising in pensions and investments. The job holder will be dealing with research, report writing, recommendations and liaising with clients and providers. This is a busy and responsible role. Candidates must have Paraplanning experience and ideally possess Diploma Level 4 in regulated financial planning (or be working towards it) Our client will support either a "career paraplanner" or somebody that wishes to progress to advising over time. This is a full time role, however our client will consider somebody wishing to work four days a week. There is also flexibility regarding working hours.