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Paraplanner

  • Guildford
  • Permanent
  • £40,000 - £44,000 + Bonus and Benefits

Job details.

A Chartered Financial Planning organisation with offices across the UK are currently seeking to recruit a highly skilled and motivated Paraplanner to join their growing team. In this role you will work alongside a team of very successful Wealth Planners to deliver an exceptional level of service to the companies extensive book of HNW & UHNW clients.

Responsibilities:

  • Supporting financial advisors with research, analysis and report writing
  • Preparation of financial plans, investment reports and suitability letters
  • Liaising with clients, product providers and other professionals as required
  • Maintaining accurate records and ensuring all files are kept up to date
  • Staying up to date with industry regulations and market changes

The ideal candidate will have:

  • Strong technical knowledge of financial planning and investment products
  • Excellent research and analytical skills
  • Ability to communicate complex financial information to clients and colleagues in a clear and concise manner
  • Attention to detail and ability to work to tight deadlines
  • Advanced experience with financial planning software
  • Strong organizational and time management skills

My client offers a stable working environment within a friendly & professional team. You will be provided with full/ongoing training and will be provided with full support for market exams. The client is offering a basic salary to £44,000 + bonus and very strong company benefits.

Sector:

  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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