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Paraplanner

Location: Redhill, Surrey Salary: £30000 - £45000 per annum
Sector: Pension & Benefits Specialism:
Type: Permanent Contact: Kal Ghazaleh

Paraplanner (experienced)
Surrey

Paraplanner needed for a growing financial organisation based in Surrey who are looking to employ an experienced Paraplanner with an in-depth knowledge of the Pensions market!


The successful Paraplanner will want to work for this client not just because it's a great opportunity but also because they will give you a wealth of benefits including:
* Salary: £35,000 - £45000 per annum
* 25 day's holiday
* Variable annual bonus based
* Pension Plan
* Career Progression
* Free parking

What the role entails:
Some of the main duties of the Paraplanner will include:
* Provide extensive technical support to the Managing Director and provision of recommendation letters
* Produce and provide Quarterly Management Information to Board
* Create and circulate Quarterly Newsletter to clients
* Assist the Managing Director in creation of robust and repeatable processes and suitable systems to support this (for future business expansion)
* Communicate with selected clients (face to face or remotely) and third parties to build and maintain good long-term relationships
* To attend client meetings if requested
* Undertake appropriate professional development and training, update industry, compliance and regulatory knowledge and complete minimum CPD requirements through self-study and industry training/updates

What you need to be the successful Paraplanner:
In order to be the successful Paraplanner and have a chance to gain such an exciting opportunity you will ideally need to have the following:
* QCA Level 4 as minimum and ideally working towards CII chartered status or CISI / Certified Financial Planner
* Both experience of Final Salary transfers and AF3 a distinct advantage
* High level of technical knowledge across all financial planning areas including, but not limited to; Pensions/Retirement, Investments, Protection, Tax-Efficient Products/Solutions, Estate Planning, Equity Release etc
* Ability to use technical financial planning tools, financial modelling and back office software: AO, Defaqto, FE Analytics etc
* Articulate - able to communicate effectively in verbal and written form and have a very good understanding of Microsoft Office tools

This really is a fantastic opportunity for an experienced Paraplanner to progress their career. If you are interested please apply as soon as possible as this position will be filled quickly so don't miss out!

This advert was posted by Gold Group - one of the UK's leading niche recruitment consultancies. We span a variety of specialist industries and are the recruitment company to help you find your next career opportunity. We pride ourselves on our commitment to candidates and stick to our ethos of finding the right role for the right person. Visit our website or get in touch today to discuss this role, find out what else we've got or just for a chat about the state of your industry. Services advertised by Gold Group are those of an Agency and/or an Employment Business. Please be aware that we receive a high volume of applications for every role advertised and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview.