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Paraplanner

Guildford

Competitive salary plus discretionary bonus plus comprehensive benefits

Level 4 diploma qualified

An excellent new opportunity has arisen to join a highly successful IFA in a Paraplanner position supporting the hugely successful Financial Advisor team.

The role will be providing full technical paraplanning support to a top performing IFA within the practice. The role will include technical research and report writing in respect of HNW investments, pensions, tax and inheritance planning. This will be an extremely varied role with fantastic progression and development potential. You would be expected to have a very analytical mind and be able to take a unique approach to each case to ensure a genuinely personalised service is offered to each client.

This is an excellent opportunity for individual looking to become part of a successful firm and add genuine value to the business. Full support will be provided to attain additional industry qualifications. My client is looking for a candidate who has been undertaking a similar role working within an IFA or wealth management firm.

There is also modern offices, friendly and successful colleagues who are all working to the same goal of providing the best offering in the market