Paraplanner

Salary: £36,000 – £42,000 per year

Selected Recruitment Solutions are currently recruiting on behalf of a Chartered IFA firm based in Woking, Surrey.

Due to continuous growth, our client is looking for a Technically Strong Paraplanner to assist the Paraplanning manager in supporting a team of Financial Advisers.

Duties:

* Working with financial advisers on technical cases.

* Supporting the paraplanning manager in delegating work and supporting a team of Paraplanners.

* Writing suitability reports.

* Carrying out product research.

* Acting up in the absence of the Paraplanning manager.

Requirements:

* Diploma in Financial Planning.

* Previous experience within a paraplanning role.

* Good understanding of Cashflow modeling.

* Excellent written and verbal communication skills.

Why Apply?

This is a significant opportunity for a paraplanner looking to take the next step. This opportunity is very versatile with support to further progress your career.

If you’re looking to progress into an adviser you will work closely with the firm’s most successful advisers in a client-facing role providing technical support and learning first hand.

If you do not wish to become an adviser this role gives the opportunity to experience management. If you’re looking to move into paraplanning management or even operations this would be a great role for you.

If you would like to discuss this or any other roles please apply or get in contact with David Shuck at Selected Recruitment Solutions.