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 Planners
* Ensure compliance within regulations is followed at every step of the client process
REQUIREMENTS
Applicants for the Paraplanner vacancy must have the following criteria:
* Minimum 2 years’ experience as a Paraplanner
* CII Level 4 qualified
REMUNERATION / PACKAGE
* A base salary of up to £45,000
* Bonus
* 24 days annual leave (increasing to 26)
* Pension (5%/5%)
* DIS
* Private Medical
* Study Support
* Pathway to IFA available
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.