Paraplanner

Recruiter
Centrepoint Insurance Recruitment
Location
Surrey
Salary
From £35,000 to £40,000 per annum
Posted
10 Aug 2017
Expires
16 Sep 2017
Sector
Accounting
Paraplanner £30,000 - £35,000 & benefits West Surrey - Guildford area Respected international IFA, providing a holistic personal financial planning service, across the full spectrum of Pensions, Investment Management, Trusts and Tax Planning Advice. They offer opportunities for on-going career and personal development, supported by excellent in-house training and study support. Working closely with Advisors, to provide an exceptional high quality service for existing and new clients, including in respect of complex financial products. Undertaking portfolio analysis; taking time to fully understanding risk capacity; product research; detailed report writing and recommendations; preparations for client meetings; providing a focal point for client queries. Skills & experience required: Level 4 Diploma in Financial Planning, with willingness to undertake further study - eg. J10, J09 Successful track record in an IFA technical Paraplanning role, demonstrating a good market knowledge across as spectrum of Pensions and Investment business. Strong interpersonal skills Genuine commitment to working to the highest of client service requirements Up to date knowledge of FCA regulatory requirements and legislative developments. A lovely working environment; out of town location - so own transport is advised; staff parking provided. 25 days holiday and great range of benefits. Good commuting radius for Guildford, Godalming, Dorking, Cranleigh etc. This job was originally posted as www.totaljobs.com/job/75352556

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