Working on behalf of a firm of Award-winning Financial Advisers, we are seeking an experienced, qualified Paraplanner to be based in their head office near Weybridge.
Our client are a UK-Wide group with offices throughout the country and provide specialist financial planning advice and investment services to businesses, charities, individuals and their families.
Working as a Paraplanner in the Weybridge office, you will be supporting four of the Practice’s Partners, dealing with HNW clients that specifically require wealth management, estate planning and other financial planning (i.e. business personal protection). You will be carrying out high quality research on the full range of financial planning products and be required to write bespoke reports that are specifically tailored to the client’s requirements. Duties associated with the role will include, but not be limited to:
We are seeking someone for this role who is at least Level 4 qualified and has previous experience within a similar role, having conducted technical research and written bespoke reports as well as having good knowledge of pre and post retirement scenarios, including pensions transfers and investments and taxation.
You will be an articulate individual, able to understand the Partners’ requirements and obtain information on clients’ existing financial arrangements. You will be professional and able to liaise with colleagues and clients’ of all level, both over the phone and face to face. Experience of working with High Net Worth clients would be highly beneficial.
This is an excellent opportunity for an experienced Paraplanner to join a highly successful and reputable practice who are constantly adapting and changing to the ever-changing market, always putting their clients as their main priority.
• Please mention Financial Planning Jobs when applying for this role •