• Location

    Chertsey, Surrey

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £40000.00 - £50000 per annum + bonus + Benefits

  • Contact:

    Jodie Ambridge

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


Our client is an award winning, Chartered Financial Planning business with offices in the Chertsey area .Their current requirement is for a Technical Paraplanner to join the organisation to provide direct support to one of the Managing Partners. The business specialise in providing holistic advice to a portfolio of HNW private clients, as a result they require an individual with experience within this environment or who is confident enough to deal with this level of client.

Duties will include;

  • To support Financial Planner
  • Proactively handle/liaise with clients and 3rd parties by phone, email and post as necessary
  • Accurately prepare client reports, valuations, quotations, paperwork, engagement and recommendation letters
  • Support Financial Planner with preparation of client correspondence, scheduling of meetings and meeting notes
  • Provide technical assistance and research for Financial Planner
  • Build the 3rd party or end customer relationships; if appropriate identify additional needs

This is an excellent opportunity for an experienced support candidate who is now looking to take the next step in their career by joining a market leading business who can forward their career.