Montfort is seeking an exceptional individual to join its rapidly expanding team of experienced paraplanners and advisors. 

This exciting paraplanner opportunity offers an excellent career progression path within the existing paraplanning team. The ideal candidate must have previous experience as a paraplanner, in particular report writing, with the ability to understand both simple and complex financial products such as defined benefit pension schemes and structured products.

The ideal candidate must be hard working, efficient and possess an adaptability to be able to work on multiple tasks under pressure. Taking pride in their work, they must show enthusiasm and confidence while we would expect only the very best attention-to-detail. Working as a team, they must be willing to learn from others and show excellent communication skills. At times client facing, the candidate must have a fantastic customer manner too.

This is a rare opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and study support to drive career progression. Benefits include a company pension scheme, healthcare, death-in-service cover and a generous holiday allowance. Salary is dependent on experience and qualifications. A driving licence and means of transport is highly recommended due to the location of Montfort's office in the Surrey Hills.

Candidate Requirements
- Level 4 CII Diploma or Certificate of Paraplanning from CII or CISI is required.
- Look to pass new exams such as J09 (Paraplanning), J10 (Discretionary Investment Management), J02 Trusts and AF03 (Advanced pension planning) in the near future.
- Previous experience as a paraplanner, in particular report writing.
- The ability to understand both simple and complex financial products (defined benefit pension scheme and structured products)
- Understand the difference between client circumstances and client objectives and in turn different types of objectives (i.e. immediate and long term, financial and non-financial) while also know how to make recommendations for financial objectives.
- Be able to define risk tolerance, risk capacity (capacity for loss) and risk perception.


If you think you would make an excellent and valued member of the Montfort team and your skills and experience match the job requirements, please email your CV and a cover letter to glenys.davies@montfort-intl.com

<< Back to all posts