My client is looking for a Para-planner to join their highly successful team. They are market leaders in the industry they are renowned for their services and client care.
You should be Diploma qualified and have at least two years` experience working as a Paraplanner covering investments, pensions and financial planning. Experience with Truth from Prestwood would be beneficial.
You will be working within their existing Paraplanning team in Cranleigh, supporting their Financial Planners by carrying out research, developing financial plans, writing reports and attending client meetings.
The ideal candidate should have excellent attention to detail and the ability to work autonomously, taking a client file and turning into a technically accurate and well presented financial planning report.
For the right individual, a competitive salary and bonus structure, along with a pension contribution, private medical insurance and study/training funding is available.
This role can either be based at their Head Office in Cranleigh or their new office in Petersfield. Applications from candidates local to either location are encouraged.
Salary indicator for this role is £30,000 to £45,000 /year, depending on experience.
If you would like any further information please do not hesitate to contact Felix on 01483 302979