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Paraplanner - GUILDFORD, SURREY, Guildford
- UK - Surrey - Guildford
- £35000 per annum
- Full-Time Permanent
- Financial Services - IFA
- Hillman Saunders
- 16-06-08
Job Description
A well-established National Accountancy based IFA is seeking to recruit for an experienced paraplanner to work alongside a director level adviser. You will have a general understanding of Drawdown (Unsecured Pension), phased retirement and annuities, be familiar with transfer analysis reports and the information required to obtain them and have previously drafted non-technical Suitability Letters i.e. new entrants to Group Personal Pension Plans, ISA only investments and regular contributions/single contributions into individual pension arrangements. The ideal candidate will already be working in an IFA environment in a technical administrator or paraplanner role. However IFA's seeking to move into a technical support role will also be considered. Any progress with the Advanced Financial Planning Certificate (FPC) is an advantage and as a matter of course you should already be fully FPC qualified.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
- Recruit
- FA9684RC