Overview

Location: Woking, Surrey

Salary: Dependent on your experience

Are you a Paraplanner looking for your next role working within a chartered IFA firm?

Our client is currently looking for an experienced Diploma Qualified, or equivalent, Paraplanner to join their support team based in Woking.

Our client is a chartered IFA firm with multiple offices, as well as having an office abroad. They began in 1997 and have since grown to have a fantastic reputation both from customers and employees.

This role is perfect for you if you are looking for your next challenge within a chartered IFA firm that offers a supportive and encouraging atmosphere working within a friendly close-knit team.

Benefits include:

  • Great team atmosphere
  • Central location right by working station
  • Discretionary bonuses
  • Flexible working available with working from home options

The main responsibilities of this role are:

  • Researching product options
  • Using in-house and external software to research the market for the most appropriate product for the client.
  • Discussing research with Financial Planners and Compliance
  • Presenting suitability reports to Financial Planners.
  • Understand a client’s needs by working with the advisers and liaising with the client
  • Analysing clients’ existing products
  • Providing a summary of analysis to Financial Planner in your pod and to Compliance.
  • Completing money laundering checks.
  • Ensuring all clients have been billed for any chargeable work

 

For this role you would ideally have between 2/3 years of up-to-date Paraplanning experience.

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.