Paraplanner, Surrey - Basic to £45k + Bens & Bonus

Share:

Our client is a rapidly expanding wealth management division of an employee benefits consultant. 

 

Due to expansion, they are now looking for a paraplanner to support the IFA’s in the wealth management division. 

 

Duties will include report writing, reason why letters, and product research. 

 

Typical clients will be business owners, directors and members of group schemes.  Candidates must have full CFP or equivalent. 

 

Candidates who have Diploma or who are progressing towards Diploma would be preferred along with candidates who have a good working knowledge of pensions. 

 

This is an excellent opportunity to join dynamic and progressive organisation with the opportunity for career progression to an IFA in the short medium or long term, if required.

Apply
Return to Search



Apply Here

Please complete the box below and we will call you back at the earliest opportunity