Job Information

Our clients based in Surrey provide financial strategies for life, for both individuals and entrepreneurs.

They are recruiting for a Technical Paraplanner to join their team of 4 Paraplanners and 5 Sales Support Administrators.

The main purpose of the role will be supporting the Partners in researching solutions for their clients and preparing reports of your recommendations in the way of suitability reports.

You should ideally be level 4 Diploma qualified or working towards.

Have 2 to 3 years as a minimum experience in a similar role and have knowledge of Intelliflo Intelligent office.

You will be supporting 3 Partners and be part of the support team.

Candidates interested in moving into an advisory role may also apply.

33 days holiday, 4 x death in service and 3% cont pension

Salary will depend on Qualifications and Experience £30-£45,000