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Epsom, Surrey
Paraplanner

Paraplanner

KFS Recruitment

Posted 10 hours ago, valid for 12 days

Epsom, Surrey KT18 7EW, England

Full Time

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Sonic Summary

A well-established IFA practice in Epsom is seeking an experienced Paraplanner with strong analytical and client relationship skills.
The position offers a salary of up to £45,000 and requires at least two years of paraplanning experience.
Key responsibilities include preparing financial plans, annual reviews, and wealth preservation presentations, as well as reviewing legal documents.
The ideal candidate should be Chartered or Diploma qualified and have experience using platforms like Transact and AJ Bell.
Additional benefits include a bonus, 25 days of annual leave, a pension, study support, and the option to work from home one day a week.

Paraplanner

Epsom

Up to £45,000

Well established, highly successful and thriving IFA practice, with a portfolio of HNW clients predominantly based throughout Surrey and London is looking for an experienced Paraplanner with strong analytical and client relationship skills to join the team

Duties Include:

Completing research for the preparation of meetings, Financial Plans, Annual Reviews, Reports, and letters
Preparing financial planning presentationsPreparing Wealth Preservation Framework presentationsPreparing Financial Plans, Annual Review Reports, and letters for financial planning.Reviewing instruction forms and legal documents for financial planning (including Wills, Trusts, and Lasting Powers of Attorney)
Preparing Financial Plans, Annual Review Reports, and letters for Wealth Preservation FrameworksReviewing instruction forms and legal documents for Wealth Preservation Frameworks (including Family Investment Companies
Using Salesforce
The job holder may be involved in the migration of a new financial services back office system

Skills & Experience required:

Chartered or Diploma qualified Paraplanner
At least two years’ experience of paraplanning
Experience in the use of various platforms, ideally Transact & AJ Bell
Confident in liaising with clients at all levels

Additional information:

Based in Epsom, 1 day working from home
9-5.30pm
Up to £45,000
Bonus,
25 days annual leave,
Pension, Study Support
Onsite parking

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