Paraplanner

LocationGuildford Salary £40000 - £50000 TypePermanent WorkplaceHybrid Ref86370 Recruiter Managing This Role We are looking for a talented Paraplanner to join a well-respected and successful wealth management practice.
The successful applicant will be working on a hybrid basis with the chance to work 3 days from home.You will be working in a busy team in support of our clients wealth managers.
You will have a strong technical ability and be adept at producing a high standard of work.
Experience of more complex financial arrangements is desirable, such as EIS/VCT/BPR, bond withdrawal and surrender, and DB pension transfers.Duties will include technical research, cashflow forecasting, and the preparation of suitability reports.Applicants must have a minimum of 4 years paraplanning experience and have attained (or be close to attaining) the Level 4 Diploma.
You will have had exposure to usual paraplanning duties, be client-centric and with excellent attention to detail.You must be a great team player with excellent IT skills, with good product knowledge.
Ideal candidates will be proficient with Intelligent Office and paraplanning software.Our client are offering a competitive salary and your career development and professional study will be fully supported.