Paraplanner

Position: Paraplanner

Location: Leatherhead, Surrey (2 days' per week working from home)

Minimum Requirements: Level 4 qualified; 1 year+ Paraplanning experience; Intelligent Office experience

Salary/package: Up to £40,000 (depending on experience) + annual bonus + 25 days' annual leave + pension + study support

YOUR NEW COMPANY

Our client is a well-established, award-winning boutique IFA firm based in Leatherhead, Surrey. The company has plans to grow over the next 3 months and has just started the search for a Paraplanner to join its expanding Administration team. The role can allow for 2 days per week working from home.

THE ROLE

Reporting to the firm’s Head of Advice and Managing Director, the Paraplanners’ key duties will include:

• Undertaking research to reach conclusions and recommendations for clients
• Preparation of suitability letters
• Involvement in the company’s research processes including platform due diligence
• Handling some client correspondence on behalf of the Financial Advisers
• Working alongside the Financial Advisers on advice strategies

REQUIREMENTS:

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

• At least 1 years' experience as a Paraplanner (ideally from an IFA firm)
• Level 4 qualified
• Have Intelligent Office experience
• Live a commutable distance from Leatherhead

REMUNERATION / PACKAGE

The package for the Paraplanner role is as follows:

• Up to £40,000 salary (depending on experience)
• 25 days' annual leave
• Annual bonus
• Pension
• Study support
• Up to 2 days per week WFH
• Pathway to become a Trainee Financial Adviser

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.