Paraplanner
This job does not exist anymore.
Try running a new search or browse our vacancies.
Or fill in the form below to receive job alerts.
| Job Type | Permanent Full Time |
| Location | Guildford |
| Area | Surrey, UK |
| Sector | Accounting & Finance |
| Salary | £50000 |
| Start Date | |
| Advertiser | Lloyd Recruitment |
| Telephone | 01372 818 299 |
| Job Ref | LO10417 |
- Description
- Lloyd Recruitment Services are proud to be recruiting on behalf of a well-established, highly respected firm of Chartered Financial Planners that seek to add an experienced Paraplanner to their expanding team.
The client specialises in financial advice and investment management services to HNW individuals, and offers a friendly, relaxed and professional working environment. They can boast a very low turnover of staff, with many having been employed in excess of 10 years. Together they possess a true wealth of technical knowledge and expertise, with several qualified to Chartered status,
They seek an experienced Paraplanner, ideally qualified to Advanced Diploma level (Diploma level as a minimum, and working towards/happy to study towards Advanced) to support the advisers by:
Undertaking advice research for advisers and preparing suitability reports
Supervising the administrative staff in the preparation of relevant material for submission to the client with letters of advice
1st/Adviser Office client database management
This is a great opportunity to work with a fantastic team in a highly reputed independent financial planning business. They actively encourage and support study for professional qualifications.
Due to the volume of applications, only those that are shortlisted will be contacted.
