Edit: This vacancy has now been filled.
As our award-winning firm of Chartered Financial Planners continues to grow, we have a vacancy for a Paraplanner to work in the busy adviser support team at Sundial House in Cranleigh.
This role involves reviewing client files and information from various sources to determine reporting requirements, analysis of data, using software packages to determine investment risk profiles and features of existing financial arrangements, researching new product options, preparing report structures and content, lifetime cash flow modelling, and assisting with the improvement of our systems and processes.
You will also assist with other projects within the business including marketing, client events, research and reporting.
Hours of work are 9am to 5pm Monday to Friday with a competitive salary and employee benefits package, including fully funded training for CII qualifications, and generous holiday entitlement.
Career progression opportunities are also available, with full support to achieve competent adviser status and advise clients in the future, if this is your goal.
The salary for this role is negotiable, based on experience and qualifications.
The ideal candidate for this role will have experience in paraplanning, preferably holding the Diploma in Financial Planning. We will also consider applications from experienced financial services administrators who wish to train to become Paraplanners.
Excellent written and verbal communication skills, along with strong analytical ability, are a must. You should also be proficient in MS Office and confident learning new IT skills. Excellent organisational and time management skills are needed to succeed in this role.
Please send your CV, a short covering note describing why you are the best candidate for this role and your salary expectations by email to martin@icfp.co.uk.
We encourage applications directly from candidates and are not seeking introductions from recruitment agents at this stage.
Informed Choice is an award-winning firm of Chartered Financial Planners in Cranleigh.
We are a family owned and managed business, with a team of 12 Financial Planners, Paraplanners and administrators providing Independent Financial Planning to clients in Surrey.
