Role: Paraplanner - Leading Wealth Manager

Location: Guildford

Salary: Up to £50,000 (negotiable)

Ref: 9311

Recruit UK is working with one of the UK’s top tier Wealth Management companies, which is looking for a Paraplanner to join their team in Guildford.

Drawing on an impressive history, alongside embracing a modern approach this company has developed a leading client proposition that has allowed them to solidify their position in the profession. With a presence across the UK, they managed client assets through a dedicated team of professionals.

In this role you will be working for the Financial Planning team, supporting a team of advisers with the delivery of expert advice to private clients. Their Paraplanners form an integral part of the advice process, meaning this will be a varied and engaging role. Alongside technical research, you will be involved in client meetings and regular ongoing client interactions. There will also be a focus on developing relationships with internal investment managers, and other teams within the business to ensure the best outcomes are achieved for clients.

What they are looking for:

· An experienced Paraplanner with strong knowledge of pension and IHT planning

· CII Diploma in Financial Planning

· Track record using cash flow planning software

· Ability to manage a varied workload

· Client-focused approach to work

What they offer:

· Salary up to £50,000 (negotiable)

· Life assurance, Critical illness, and PHI

· Professional development support

· Excellent Maternity and Paternity cover

· Employee share scheme

· A supportive working environment

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