Informed Choice Ltd

 

As an award-winning firm of Chartered Financial Planners working in Cranleigh, Surrey, since 1994, we know a thing or two about Independent Financial Planning.

Our team of Financial Planners use their knowledge and experience to deliver impartial and unbiased independent financial advice to clients which will remove stress, bring goals closer and deliver real financial security.

 • Please mention Financial Planning Jobs when you apply to us

 

£24,000 - £40,000 yearly
Informed Choice Ltd Cranleigh, Surrey, UK
14/10/2019
Full time
We have a great opportunity for an ambitious Paraplanner to join the growing Informed Choice team. Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios. Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills. You will be able to demonstrate outstanding written communication skills, with the ability to communicate clearly with colleagues and clients. A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable. This role is based in our Cranleigh head office or our Petersfield office. We offer a Competitive salary and benefits package based on experience, a great team spirt and an attractive place to work. If you think you have the right stuff to enhance the Informed Choice team, please send a covering letter along with your CV to Martin at martin@icfp.co.uk  or apply via Financial Planning Jobs. • Mention Financial Planning Jobs when applying for this role or seeking further information