Paraplanner

Paraplanner, Surrey

Office based

£50k salary (+ quarterly bonus)

If you are an experienced paraplanner who is looking for a competitive salary and to work with an independent firm, then this may be for you. This business is going through a period of growth and as such, they are looking for an experienced paraplanner to join the team. You'll be doing technical work, earning a competitive package and if it's of interest, there is certainly a route into advice in the future.

The Business

This firm is an established boutique advisory business based in Surrey. They have been operating for over 20 years and so have established a name for themselves and look after their clients well. Being an independent firm, they provide holistic and unbiased advice. They work with a range of clients, particularly many cash rich clients from the IT industry in London. Due to massive business levels, they're looking for another experienced paraplanner to join the team.

The Role

Working as a paraplanner in this business will see you day to day getting involved in the more technical side of paraplanning. You'll be working closely with the advisors to carry out their pre meeting materials, such cash flow modelling, pension/investment research, presenting performance figures, tax calculations, etc. Whilst report writing may play a part in this role, it is largely the technical support around the actual writing the firm is looking for. You'll be working in the office with the rest of the team each week.

Benefits

• A salary of up to £50,00
• Quarterly bonus scheme
• Encouraged progression down the advice route in time
• Pension scheme
• Holidays
• Sick pay

Requirements

• DipFA (or nearly complete)
• Experience in paraplanning

Apply

Please click the apply button if this sounds of interest to you, We'll get straight in touch to discuss further.