Paraplanner / Advisor

Job Title: Paraplanner / Advisor
Contract Type: Permanent
Location: Guildford, Surrey
Salary: £40000 - £450000 per annum + Benefits / Bonus
Reference: 10393/001_1516888330
Contact Name: Jane Paton
Contact Email:
Job Published: January 25, 2018 13:52

Job Description

Our client is a leading independant Surrey based IFA, advising both private and corporate clients. Due to continued growth they are looking to expand the team.

  • The applicant should be highly experienced, and probably have been paraplanning for at least five years. The applicant may have been an advisor too.
  • Qualified to chartered status, preferably including the Paraplanning qualification. Expertise should include tax-based advice (EIS, VCT, BPR) as well as pensions, investments and protection related products
  • The applicant should be highly versed in compliance matters
  • The applicant should have wide experience of funds and platforms. Be experienced with and able to use analytical tools, such as Morningstar, Citywire and FE Analytics
  • The Applicant should be a qualified Pension Transfer Specialist
  • The applicant should have extremely good presentational skills - both written and personal
  • MS Office - particularly Excel skills

The successful applicant will be working closely with the management team and providing technical and analytical support around our fund proposition. The applicant can expect a salary range between £40K and £45K in addition to a fully comprehensive employee benefits package including Pension (up to 10% contributory), PMI, IP, DIS and annual bonuses both discretionary and performance related. Holidays will be 22 days plus one day for each year of service to a maximum of 25.

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