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senior Paraplanner

Location: GUILDFORD, SURREY Salary: 40000 - 50000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: 3061147
A super growing IFA in Guildford has an opportunity to join the Paraplanning team.  This client is offering a very generous salary package along with flexibility on working hours and good benefits package.

• Provide Paraplanning support to the Independent Financial Advisers based in the Surrey offices
• Research financial solutions utilising appropriate software and industry knowledge
• Produce compliant reports and recommendation letters
• Prepare and despatch necessary paperwork to implement recommendations
• Ensure client files are compliant and include appropriate evidence of research, liaising with the Independent Financial Advisers where required.
• Undertake and maintain additional research relating to company strategy, such as platform/wrap and centralised investment proposition due diligence
• Maintain personal competence through continuing professional development and additional training as required
• Any additional tasks as may be required to ensure the smooth running of the business and compliance with FCA directives

• Ideally hold Financial Planning Diploma qualification or recognised equivalent as a minimum
• Must have knowledge of FCA record keeping requirements
• Must have excellent interpersonal and communication skills
• Must have excellent analytical skills and work in a structured, planned manner
• Must have a good working knowledge of Word, Excel, Outlook, Aequos, Exchange, Analytics and other industry associated software
• Must have good keyboard and letter writing skills

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