Paraplanner (Investments / Mortgages / Pensions)

Ernest Gordon Recruitment; Guildford; On-site; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Training opportunities

Career progression

Company benefits

Job summary

Ernest Gordon Recruitment Limited is supporting a leading financial services firm in Guildford to recruit a Paraplanner (Investments / Mortgages / Pensions). This role offers a salary of £45,000 - £50,000 plus training and development opportunities, progression, and comprehensive company benefits.

You will analyse fact-finding data to build suitability reports, use paraplanner software, and work with IFAs to inform client recommendations while staying up to date with regulatory knowledge.

Qualifications

• Must have experience as a Paraplanner.
• Financial planning diploma or similar.
• Commutable distance to Guildford.

Responsibilities

• Analyse fact-finding data to build suitability reports.
• Use paraplanner software to amend and mould template reports.
• Work with IFA's for client recommendations.
• Keeping up to date with regulatory and compliance knowledge.
• Use of Paraplanner software such as Synaptics, Square Mile, and Paraplanner Online.

Skills

Paraplanner experience

Analytical skills

Education

Financial planning diploma or similar

Tools

Synaptics

Square Mile

Paraplanner Online

Job description

Paraplanner (Investments / Mortgages / Pensions)

Guildford

45,000 - 50,000 + Training / Development Opportunities + Progression + Company Benefits

Are you an Paraplanner looking for a new role with a company that has monthly CPD events to help you continue to upskill yourself, progress your career and earning potential?

Do you want to work for well run and organised business that puts its staffs wellbeing at the forefront of all decision making?

On offer is the chance for an Paraplanner that wants to work with industry experts who can provide one on one training and have monthly leave to attend CPD events, regular pay and progression reviews, in a business with fantastic staff retention.

This business have a best in class industry reputation, regular pay and progression reviews among other incentives which has built a very collaborative and cohesive work environment.

This role would suit an Paraplanner that wants training in new areas and is local to Guildford.

The role

• Analyse fact-finding data to build suitability reports
• Use paraplanner software to amend and mould template reports
• Work with IFA's for client recommendations
• Keeping up to date with regulatory and compliance knowledge
• Use of Paraplanner software such as Synaptics, Square Mile, and Paraplanner Online

The person

• Experience as an Paraplanner
• Financial planning diploma or similar
• Commutable distance to Guildford

Reference: BBBH27802