Paraplanner - Redhill

  • Location:

    Redhill, Surrey

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    Extensive Benefits

  • Contact:

    Nick Tagg

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Start date:


Interested in a level 4 Paraplanning role with a difference?

Would you like to work within a boutique IFA firm who encourage autonomy and innovation allowing you to express yourself?

Are you a born organiser?

This is a unique role within a well-established IFA practice that have a clear view on how they will grow their business.

Main duties & responsibilities

* Provide extensive technical support to the Managing Director and provision of recommendation letters
* Produce and provide Quarterly Management Information to Board
* Own the process of creating a Quarterly client Newsletter
* Utilising your high level of Paraplanning knowledge across all financial planning areas including; Pensions/Retirement, Investments, Protection, Tax-Efficient Products/Solutions, Estate Planning, Equity Release etc to produce technical reports
* Using use technical financial planning tools, financial modelling and back office software: AO, Defaqto, FE Analytics etc
* Regular client liaison to maintain existing loyal client relationships and identify renewal and new business opportunities

About you

* You will have a naturally inquisitive mind with a passion to provide client centric solutions
* Coupled with this you will be highly organised, methodical, analytical, disciplined and able to work to deadlines with the ability to self-motivate and work within a small office environment
* Diploma Level 4 qualified. You will be supported to achieve Certified Financial Planner status if desired
* Minimum of five years' experience working in an IFA practice
Salary and benefits
Up to £42,000 depending on experience, Discretionary Annual Bonus, 3% Employer Pension Contribution, 25 days holiday, free parking

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