Back to results list

*** Compliance & Paraplanner *****

Location: GUILDFORD, SURREY Salary: 40000.00 - 50000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 7 months ago Reference: 3064333
******* Compliance and Paraplanner &  part home based options *******************

I am recruiting for a brilliant company that is seeking a new member of staff to join the team in the developement and grow plans for the company.  

The role on offer is an exciting role that offers flexibility from the role being Compliance and Paraplanning, however slighlty more paraplanning involved then compliance  The company is seeking to bring the compliance in house so there are development plans to grow that department.  The role also offers flexible working hours with the opportunity to work from home if required on occasions or on set days. 
All factors are considered for the right candidate. 

The role is working for the Directors and Senior IFA's supporting them with the Paraplanning on there specific clients that are of a bigger case size.  The successful individual will have Sales Support staff to support them with the administration side. 

The paraplanning side is a traditional Paraplanning role, research, suitability letters, Cashflows, Pensions Transfers and VCT's.  
Compliance element will be the file checking and advising on compliance issues that are spotted and the beginning of creating a in house Compliance process. 
You will sometime be client facing and will be expected to give views when appropriate on advice and what is the best for the client. 

A full job description will be issues at interview stage.   

For this role we are looking for candidates that can demonstrate a clear Paraplanning background and supported with the a minimum of Diploma level 4.  We would also be seeking individuals with a compliance background however this is slighlty more flexible then the paraplanning sidein regards to the experience. 

Please email me you cv direct for consideration.

Similar jobs