Senior Paraplanner – Surrey
Salary
circa 40,000 + Pension, Discretionary Annual Bonus and Parking
Location
Job Type
Full Time|Remote Working
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We are recruiting for an exciting and unique role within a well-established but evolving IFA practice. The role can be tailored to an individual’s personal development goals with the possibility of an advisory or a management role in the future. Initially the role will require you to:
- Provide extensive technical support to the Managing Director and provision of recommendation letters
- Produce and provide Quarterly Management Information to Board
- Create and circulate Quarterly Newsletter to clients
- Assist the Managing Director in creation of robust and repeatable processes and suitable systems to support this (for future business expansion)
- Complete advisory due diligence with use of appropriate systems
- Rapidly progress to an advisory role to provide annual reviews for specific clients – with the view to eventually have own clients within business