Paraplanner - Competitive Package - £24k to £40k - Surrey / Hants

£24,000 - £40,000 yearly
  • Informed Choice Ltd
  • Cranleigh, Surrey, UK
  • 14/10/2019
Full time Admin / Clerical Paraplanner

Job Description

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 or apply via Financial Planning Jobs.

• Mention Financial Planning Jobs when applying for this role or seeking further information