Location
Dorking
Salary £38000 - £45000 TypePermanent WorkplaceHybrid Ref89765
Recruiter Managing This Role
Paraplanner
Dorking
Up to £45,000
We have an exciting opportunity for an experienced Paraplanner to join an established Financial Services firm who focus on providing a high quality financial planning and investment management services.
Due to their continued growth, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. You will be responsible for delivering high quality dedicated technical support to two of the firms advisers. You will be working closely with the Planners and have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.
You will be working in a positive team-focused environment where you can develop your career within a successful and ambitious firm.
In order to be considered for this paraplanner opportunity:
1. Level 4 Diploma qualified (or working towards)
2. Previous experience within a Financial planning/ IFA Practice
3. Good communication skills
4. Excellent IT literacy ideally with exposure to Voyant and FE Analytics.
You will have excellent opportunities to learn and progress and will benefit from a meritocratic and fun working environment.
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isnt the perfect fit, please do still get in touch we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.