We have a vacancy for a Paraplanner to join the Informed Choice team.
Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios.
Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills.
You will be able to demonstrate outstanding written communication skills, with the ability to communicate clearly with colleagues and clients.
A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable.
This role is based in our Cranleigh head office or our Petersfield office.
Competitive salary and benefits package based on experience.
If you think you have the right stuff to join the Informed Choice team, please send a covering letter along with your CV to Martin at firstname.lastname@example.org.
No agents at this stage, please.