We working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a national business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients.
Due to continued organic growth, they now have the requirement for an additional Paraplanner to join them. The client is looking to recruit an experienced Paraplanner who can complement the existing Paraplanning function, the role will be working within a closeknit & friendly team in Guildford.
Our client is looking to recruit an experienced Paraplanner (ideally with a minimum of years 3 experience) who will provide comprehensive technical support to two Senior Financial Planners. In this position you will have full administrative & compliance support, which will allow you to focus on your role as a technical paraplanner.
Key Responsibilities:
- Preparing detailed client reports, financial plans, and recommendations.
- Conducting technical research and analysis on a variety of financial products and investment strategies.
- Collaborating with financial advisors to provide tailored solutions for clients.
- Ensuring all client work adheres to regulatory standards and company compliance guidelines.
- Contributing to the continuous development and improvement of internal processes.
Additional Information:
- This role offers flexible working arrangements, with an expectation of three office-based days per week.
- The successful candidate will receive a competitive salary, a comprehensive benefits package, and the opportunity to be a vital part of one of the industry's most respected organisations.
Our client will provide you with ongoing training and support, help with market exams to become Diploma qualified or Chartered. They also actively encourage progression to move into advisory or management positions.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
