Paraplanner – Surrey

recruitukltd Salary: £30,000 - £40,000 DOE

We are representing a professional financial planning practice who specialise in providing advice to expats looking to return to the UK, and Residents looking to emigrate abroad.  They ensure that they minimise the tax implications of emigrating and ensure that all other financial matters are taken into account and handled.


Based on the outskirts of Guildford in Surrey, our client is a busy practice that was established in 1995 and has since taken on 4 advisers, 4 paraplanners and a tax specialist.  Due to an increase in business they are looking for additional support in their paraplanning team and seek a professional paraplanner to assist with their financial planners.  The role will involve recommendation and suitability report writing, research and analysis.


The successful candidate will need to hold the diploma in financial planning or the certificate in paraplanning, or be working towards these and be willing to take new qualifications such as J10 (Discretionary Management), JO9 (Paraplanning), JO2 (Trusts) and (AF3 Advanced Pension)


It’s important that the candidate is capable of understanding complex financial products and understands how to make recommendations based on the clients circumstance and objectives.  You will also need to be hard worker, polite and able to work as part of a team.  A driving licence and car is a necessity as their office is un-accessible by public transport.


The salary on offer for this role is competitive but also on offer is a company pension scheme, Healthcare and Death in Service cover plus generous holiday allowance.


If you would like to find out more about this role or would like to apply please contact Louise Sheppard at Recruit UK On 0117-9450-450, please quote reference 11228

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