Job reference
Epsom, Surrey, United Kingdom
Start date
To be arranged
Investment jobs / Other jobs
Contract type(s)
Full time
Date posted



£30,000 to £40,000 + target related bonus, training and career support, staff pension scheme.

My client is a successful UK and international financial planning firm and through expansion they require an additional paraplanner to join the team. Your main role is to support the UK financial planners in creation of advice reports and technical analysis, whilst liaising with the administration team to offer the highest level of service to the company clients.  As a member of the paraplanning team, you will play a key part in the overall performance of the company.

You will be producing detailed and structured financial planning reports, liaising with the advisers to ensure individual cases are completed accurately and quickly. You will be using Financial Services industry software to produce cashflow modelling, product research and investment analysis as well as maintaining the company’s database and online client files with relevant information.

You will also be expected to keep up to date, compliant and knowledgeable on current products, techniques, legislation, qualifications and courses required by the company or the industry

You must have the diploma in Financial Planning and have previous  para planning experience within the UK IFA  market. You must have excellent communication skills and knowledgeable in Pensions, Investment, Protection, IHT Planning, Retirement Planning and Cash Flow Management.

Ref: 4845

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