Paraplanner - Guildford, Surrey

Description:

We are seeking a proficient and technical Paraplanner to provide a broad range of support to the Managing Director of a wealth management and financial planning business, based on the outskirts of Guildford. Due to the location of the office it is essential that you can drive and that have your own vehicle. Free parking is available on site.

Your main duties will include but are not limited to:
* Receive and implement requests from Management
* Gather and record client data
* Prepare reports to a professional and timely standard
* Provide information for annual reviews and identify areas not covered
* Communicate with clients and third parties
* Undertake financial planning and product-based research

Requirements:

  • Ability to use technical financial planning tools, financial modelling and back office software: Morningstar, FE Analytics, Selectapension, Voyant
  • Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet
  • Excellent communication (verbal and written) and interpersonal skills
  • QCA Level 4 as minimum and ideally working towards CII chartered status or CISI / Certified Financial Planner

  • Job Number: 26013
  • Salary: £40,000 to £45,000 - Benefits
  • Sectors: Para-planning
  • Types: Permanent
  • Locations: guildford, Surrey
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