Paraplanner Permanent in Woking

What do you need?

• At least 2 years relevant experience in an IFA environment – Diploma (Level 4)
• Degree educated
• IT systems – Outlook, MS Word essential, Excel
• IFA Office procedures and compliance
• Financial products
• Pension and Investment knowledge
• Letter writing
• Financial Product Research
• Excellent customer handling
• Able to multi-task and set own priorities to meet conflicting deadlines
• Experience of a fee based environment

What’s on Offer?

• Salary DOE
• Holiday
• Gym discounts
• Discretionary bonus
• Annual salary increase in line with RPI
• Death in service
• Pension
• Health Plan