Paraplanner

Updated: May 16, 2024 05:15 PM GMT

Vision-FS Recruitment

Redhill

Position: Paraplanner

Location: Redhill, Surrey/Hybrid Position (2 days per week working from home)

Minimum Requirements: Minimum 2 years' experience as a Paraplanner, CII Level 4 qualified

Salary/package: Up to £45,000 + Bonus + 24 days annual leave (increasing to 26) + Pension (5%/5%) + DIS + Private Medical + Study Support

Your New Company

An award-winning Chartered Top 10 IFA firm based in Surrey has begun its search for a talented and ambitious Paraplanner after promoting a member of its paraplanning team to the position of Trainee IFA. The business, in Redhill, is widely recognised as one of the best Chartered Financial Planner firms in the London/South East region. The Paraplanner vacancy is a hybrid role, with 2 days per week permitted to work from home.

THE ROLE

The Paraplanner's Key Duties Will Include
• Undertake research which are in the client's best interests
• The careful preparation of suitability reports
• Agree client objectives with the firm's Financial... More Detail