Paraplanner (Investments / Mortgages / Pensions)

Ernest-Gordon-Recruitment-Limited; Guildford; Sur place; GBP 45 000 - 50 000; Plein temps

Avantages offerts par ce poste

Progression

Training

CPD events

Company benefits

Staff wellbeing

Résumé du poste

Ernest-Gordon-Recruitment-Limited is seeking a Paraplanner in Guildford to analyse fact-finding data and prepare suitability reports. You’ll use specialist paraplanner software and work with IFA’s to guide client recommendations.

The role offers training and progression opportunities, monthly CPD events, and a supportive working environment with regular pay and staff wellbeing at the fore. Commutable distance to Guildford is required.

Qualifications

• Experience as a Paraplanner.
• Willingness to commute to Guildford.
• Interest in CPD and upskilling.

Responsabilités

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

Connaissances

Fact-finding analysis

Suitability reports

Client recommendations

Regulatory knowledge

Outils

Synaptics

Square Mile

Paraplanner Online

Description du poste

Paraplanner (Investments / Mortgages / Pensions) (BBBH27802) Guildford, England

Salary: GBP45000 - GBP50000 per annum + Progression, Training, Company Benefits

Paraplanner (Investments / Mortgages / Pensions)

Guildford

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
• Commutable distance to Guildford

Reference: BBBH27802

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