Due to internal promotion, we have a vacancy for an experienced Paraplanner to join our team in Cranleigh.

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 demontrate 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 rle, with Level 4 Diploma or higher preferrable.

This role is based in our Cranleigh head office and we welcome applications from candidates living locally.

Salary is based on experience.

In the first instance, please email martin@icfp.co.uk in confidence to find out more. No agents at this stage, please.

Due to the continued growth in our business, we have a vacancy for an Administrator to join our team in Cranleigh.

Your responsibilities will include obtaining and collating client and product data from a variety of sources, maintaining accurate client records, and preparing client review packages for meetings.

Our ideal candidate has proven experience in an IFA administration role.

You will have highly effective time management and organisational skills, and the ability to work within a busy team.

The role is based at our Head Office in Cranleigh High Street and applications from candidates living locally are welcome.

Salary based on experience.

In the first instance, please email martin@icfp.co.uk in confidence to find out more. No agents at this stage, please.