We have a vacancy for an Assistant Paraplanner to join our award-winning team in Cranleigh, Surrey.
Working within our support team, you will be working closely with our Paraplanner to bring efficiencies into the creation of high quality reports for delivery by our team of Financial Planners. You will work closely with the support team to gather data, prepare report templates and analyse information for inclusion within reports.
Our ideal candidate has experience of IFA administration, has the ability to communicate clearly in plain English, is efficient and able to work on their own initiative.
You should be hold the Certificate in Financial Planning (or equivalent) or be studying for this qualification. You will be keen to work towards the new IFP Certificate in Paraplanning.
A competitive remuneration package, including training, pension contributions, private medical insurance, staff incentive scheme and car parking, is available to the right candidate. This role has a good prospect for career progression to become a paraplanner or adviser.
In the first instance, please email your CV and a covering note to martin@icl-ifa.co.uk or write to us at Informed Choice Ltd, Sundial House, 20 High Street, Cranleigh, Surrey, GU6 8AE.
