Paraplanner (Surrey)

Location

Surrey

Salary £30000 - £42000 TypePermanent WorkplaceOn-Site Ref88359

Paraplanner

Location :  Surrey

Salary :  £30,000 to £42,000

Type :  Full-time

About the Role :

Our client is seeking dedicated and detail-oriented Paraplanners to join their continuously expanding, highly successful team in the Surrey  area. The primary responsibility is to support a team of Advisers by providing detailed and complex research and report writing. Ideal candidates will have strong analytical skills and experience with financial planning products such as pensions, investments, and protection. Candidates who have attained or are working towards their CII Level 4 Diploma are preferred.

Key Responsibilities :

• Understand clients financial situations and objectives
• Provide research, analysis, and technical support
• Prepare recommendation reports
• Maintain accurate client records
• Analyse clients circumstances, objectives, and risk profiles
• Liaise with financial advisers to query / challenge proposed recommendations

Qualifications :

Benefits :

We are hiring for  8 paraplanner roles  across the country. Apply now to join our clients progressive team and make a significant impact in the financial planning industry.

Apply now or reach out for a confidential discussion.