Paraplanner

Paraplanner

Surrey

£30,000 to £40,000 + benefits

My client is an established practice offering a full financial planning service to a large established client base.  The company now wishes to expand the Sales Support Team by recruiting a paraplanner who will set up and deliver a research and report function for the company’s IFA’s.

• Qualified to Diploma and ideally looking to achieve Chartered .
• Office based although would allow some working from home – maybe a couple of days per week.
• 2 years + experience as a PP, with experience of writing reports, engaging with clients and conducting research.
• A user of IO would be great and they also use O&M Profiler for research.

You should have planning ability and a bias towards thinking through the legalities of the advice rather than just product knowledge. You should also have good written and verbal skills. You must have good telephone manner and a commitment to offering outstanding customer service.

Ref: 5110