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  • Salary: £30000 - £33000 per annum + Benefits
  • Location: Guildford, Surrey
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    26 Feb 2019
  • Job reference: 31930

Are you a Trainee or Junior Paraplanner looking for your next step to progress your career in financial planning? IDEX are representing a small, independent financial planning firm to recruit a Paraplanner in their idyllic and scenic location near Guildford.

The Company
My client is a small, independent firm near Guildford who provide wealth management and financial planning services, focused on helping clients to understand and plan for their financial future. They offer a range of financial services with a primary focus on pensions, investments and tax and trusts. They are also a well systemised business with a robust investment proposition.

My client is looking for a Paraplanner to provide efficient and timely provision to their Financial Advisers.

Training towards the following responsibilities

  • Manage the planning workflow
  • Receive and implement requests from the Adviser(s)
  • Gather and record client data
  • Prepare and compare financial analysis
  • Prepare reports to a professional and timely standard
  • Provide information for annual reviews and identify areas not covered
  • Communicate with selected clients (face to face or remote) and third parties
  • Develop and maintain all processes relevant to technical support
  • Delegate and communicate clearly with technical and client support
  • Undertake financial planning and product-based research
  • Operate within the compliance and corporate standards of the business
  • Undertake appropriate professional development and training
  • Report on key measures on a regular basis

To be successful you will need

  • Progression with industry qualifications
  • Experience of working alongside Financial Advisers
  • Understanding of the financial planning process
  • Ability to use technical financial planning tools, financial modelling and back office software e.g. FE Analytics, Selectapension, Voyant
  • Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet (our document management system)
  • Involvement with platforms including Standard Life would be ideal
  • Accuracy and high attention to detail

If successful, you will benefit from

  • Salary c. £30,000 (negotiable depending on experience and qualifications)
  • Clear progression routes
  • Value working for an employer that encourages and supports professional development
  • 25 days holiday per annum
  • DIS scheme
  • Income protection scheme
  • Simply health benefits package
  • Auto enrolment pension scheme
  • Beautiful, scenic location and free car parking (must be able to drive as we are in modern offices in a semi-rural location)

This is an excellent next step for a Paraplanner in the Guildford area looking to gain the relevant knowledge and experience needed to maximise their potential and future career. My client is looking for highly organised, articulate and solutions orientated individuals with excellent interpersonal skills. If you match my client's requirements, send your CV across now and we will be in touch with more information!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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