Job Title: Paraplanner
Contract Type: Permanent
Location: Guildford
Salary: Depending on Experience
Reference: 102450
Contact Name: Alex Craine
Contact Email:
Job Published: November 17, 2016 02:31

Job Description


A fantastic opportunity for an experienced paraplanner to progress their career within the pensions market. You will be responsible for the provision of technical support to Consultants and their team/s to enable Consultants to deliver their role in a technically competent, compliant and efficient way to provide the best possible outcome for the client and to protect the interests of the business


  • Proven experience in a comparable paraplanning role gained within an IFA or equivalent environment
  • Experienced in the preparation of suitability reports and client letters across a broad range of products and contract types
  • Strong knowledge of research and provider systems (e.g. Sesame, CRM)
  • Achieved Certificate in Financial Planning and working towards completing Diploma in Financial Planning

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