Paraplanner (Investments / Mortgages / Pensions)
About the company
Do you want to work for well run and organised business that puts its staffs wellbeing at the forefront of all decision making?
This business have a best in class industry reputation, regular pay and progression reviews among other incentives which has built a very collaborative and cohesive work environment.
Your tasks
- Analyse fact-finding data to build suitability reports
- Use paraplanner software to amend and mould template reports
- Work with IFA's for client recommendations
- Keeping up to date with regulatory and compliance knowledge
- Use of Paraplanner software such as Synaptics, Square Mile, and Paraplanner Online
Requirements
Are you an Paraplanner looking for a new role with a company that has monthly CPD events to help you continue to upskill yourself, progress your career and earning potential?
This role would suit an Paraplanner that wants training in new areas and is local to Guildford.
The person
- Experience as an Paraplanner
- Financial planning diploma or similar
- Commutable distance to Guildford
What we offer
Guildford £45,000 - £50,000 + Training / Development Opportunities + Progression + Company Benefits
On offer is the chance for an Paraplanner that wants to work with industry experts who can provide one on one training and have monthly leave to attend CPD events, regular pay and progression reviews, in a business with fantastic staff retention.
How to apply
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
Other
Reference: BBBH27802
Paraplanner, Finance, CPD, Godalming, Surrey, Admin, Software, Training, Progression,
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