Paraplanner – Guildford

recruitukltd Salary: £30,000 - £45,000 DOE

We are working with a Private Investment and Wealth Management company in Guildford that offers financial and investment advice to Private Individuals, Families, Trusts and Companies.  Their existing 12 employees are dedicated to ensuring that their investment clients receive a systematic and consistent approach to the management of their investment portfolio, ensuring that each client has their investment objectives reviewed and planned for.  Their investment committee meet regularly to review the funds that they recommend to sit within their own range of tax wrappers.

 

The firm is looking to add to their team and seek a paraplanner to join them.  Based on their key business, the paraplanner must have a good understanding of investments, risk and return objectives and how they link to the suitability of investment advice, a knowledge of different tax wrappers and an analytical mind that is keen to research and evaluate the ongoing suitability of an investment portfolio and the products within.

 

The successful individual will be Level 4 diploma qualified in financial planning, or equivalent.  Candidates that have experience and are actively working towards the qualification will also be considered.   You will need to have supported financial planners previously with research and report writing and have a natural interest in the economic environment and financial markets.

 

If you would like to know more about this role then please contact Louise Sheppard At Recruit UK Ltd on 0117-917-0411 or apply online. Quote 11746 upon application.

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