Paraplanner (Investments / Mortgages / Pensions)

Paraplanner (Investments / Mortgages / Pensions)Guildford 45,000 - 50,000 + Training / Development Opportunities + Progression + Company BenefitsAre you an Paraplanner looking for a new role with a company that has monthly CPD events to help you continue to upskill yourself, progress your career and earning potential?Do you want to work for well run and organised business that puts its staffs wellbeing at the forefront of all decision making?On offer is the chance for an Paraplanner that wants to work with industry experts who can provide one on one training and have monthly leave to attend CPD events, regular pay and progression reviews, in a business with fantastic staff retention.This business have a best in class industry reputation, regular pay and progression reviews among other incentives which has built a very collaborative and cohesive work environment.This role would suit an Paraplanner that wants training in new areas and is local to Guildford.The role:Analyse fact-finding data to build suitability reportsUse paraplanner software to amend and mould template reportsWork with IFA''s for client recommendationsKeeping up to date with regulatory and compliance knowledgeUse of Paraplanner software such as Synaptics, Square Mile, and Paraplanner OnlineThe person:Experience as an ParaplannerFinancial planning diploma or similarCommutable distance to GuildfordReference: BBBH27802Paraplanner, Finance, CPD, Godalming, Surrey, Admin, Software, Training, Progression,If you''re ..... full job details .....