Paraplanner

Gerrards Cross, Buckinghamshire
Premier Jobs UK Limited

This Paraplanner job in Gerrards Cross provides opportunity to join a well-established IFA firm, providing holistic financial planning to private clients.

You will be supporting a busy Financial Advisor, who writes a significant level of business. Currently, the business is outsourcing parts of the paraplanning process due to time constraints, so they are looking to bring this back in-house.

As a technical Paraplanner, you will be focused on providing comprehensive research, detailed analysis and suitability report writing. You will also be undertaking tasks such as carry forward, tax calculations, actioning DC pension transfers.

You will be supported by their team of Administrators to undertake the data gathering and processing, so that you can focus on the technical duties.

Paraplanner Requirements

• You should have experience as a Paraplanner
• You should excellent knowledge of financial planning products and processes

The Company

This well established independent financial advisory firm has an excellent reputation for providing high quality financial planning to private clients. The business is led by a highly experienced Director and Financial Advisor. To ensure the business continues to provide high quality service, they are keen to recruit a Paraplanner to join their team

Paraplanner Benefits

• Salary of £40,000 – £45,000 plus company benefits
• Office based with 1 day a week from home
• Free car parking available nearby
• Excellent team spirit with many being part of the team for many years

Locations

Gerrards Cross

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