Position: Senior Paraplanner
Location: Guildford, Surrey (3 days per week working from home)
Salary/package: £50,000 Bonus 25 days annual leave Pension Healthcare DIS Study Support Free Parking
YOUR NEW COMPANY
Our client is a market-leading, award-winning IFA firm based in Guildford, Surrey. Over the past 2 decades, the company's grown to become arguably Surrey's most successful and respected Independent Financial Advisory. The business' top priority is to put the client's interests first whilst ensuring a thriving working environment for its employees.
THE ROLE
Reporting to the Head of Paraplanning, the Senior Paraplanner's job duties will include:
* Providing paraplanning support to a team of Financial Planners, of which there are currently six. This will include:
o Working alongside the Financial Planner on advice strategieso Research on products and investment strategieso Using the cash flow modelling tool, Voyanto Producing suitability reportso Paraplanning specialist on DB advice cases
* Assisting the Paraplanning Manager and the Risk & Development Manager with the company’s research processes including platform and product due diligence.
* Working alongside the MD and Paraplanning Manager on managing the company Investment Committee.
1. Able to think...