A well established and leading firm of Independent Financial Advisers are now looking to add an experienced Paraplanner to their busy Guildford office.
To be considered for this role you must have obtained the Level 4 Diploma in Financial Advising.
A few of your duties will include:
* Preparation of reports to clients on financial planning matters * Obtaining relevant literature to accompany client reports * Preparation of packs for meetings with clients including investment valuations
It would also be useful if you had experience of analytic tool use on Morningstar, Citywire and FE Analytics.
In return for your hard work you will receive a generous basic salary, pension, holidays and other flexible company benefits.
Please quote <42905> when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.