Paraplanner/Trainee IFA

Paraplanner/Trainee IFA Location: Guildford, Surrey Salary: Up to £55,000 Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop? We''re recruiting on behalf of a well-established and highly respected Independent Financial Planning practice in Surrey that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment. In addition, they want someone who wants to develop into being an adviser. There is a plan for this to happen within 12 months. The Role As a Paraplanner, you''ll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients. You''ll enjoy a varied role where you''ll be involved in: Preparing suitability reports and technical documentation. Conducting research across pensions, investments and protection products. Producing financial analysis and supporting recommendations. Preparing post-meeting documentation, including fund switches and withdrawals. Liaising with providers and third parties to obtain policy information. Managing your own workflow while ensuring deadlines are met. Supporting advisers with ..... full job details .....