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Paraplanner - Dorking






£35,000 to £42,000 Per Annum


Full benefits and bonuses



Contract Type:


Closing Date:


Salary up to £40,000 depending on experience and full benefits.
This award-winning firm of financial advisers are looking to expand their team and are keen to hear from likeminded candidates. As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Financial Planning Consultants. Your role will be to offer the most efficient, professional and effective service possible with a high focus on quality and accuracy. You will need to have a minimum of 12 months experience within a Paraplanning role and ideally have full Level 4 Diploma or close to achieving it.
In the role you will be providing high quality technical, administrative and research support to the Advisers.
Undertaking whole-of-market research as required, including investments, pensions and protection plans.
Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk.
Build strong and effective working relationships with other teams in the company and third-party product providers.
Ensuring that all client records and data are maintained accurately and efficiently.
Participating in ad hoc projects and tasks as and when required.
Advance Search & Selection Ltd has over 20 years Financial Services recruitment experience. This is only one of many vacancies we are handling. Areas of expertise include Financial Advisers, Compliance, Pensions, Paraplanners, Sales Support, T&C etc.