Paraplanner

Antony George Recruitment

Posted 17 days ago, valid for 7 days

Banstead, Surrey SM7 2NN, England

£35,000 - £50,000 per annum

Full Time

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Sonic Summary

This role offers a unique opportunity to work with a well-established Wealth Management Business that has been operating for over 40 years.
The successful candidate will receive a competitive salary ranging from £35,000 to £50,000 per annum, along with various benefits including a company pension and hybrid working options.
The primary purpose of the role is to provide Paraplanning support, which includes conducting client research, preparing reports, and assisting financial advisers.
Candidates should have at least 2 years of Paraplanning experience and show some CII exam results or hold a Level 4 qualification in Financial Planning.
Preferred skills include familiarity with Cashcalc, X-Plan, and FE Analytics, as well as strong technical knowledge in pensions, investments, and inheritance tax planning.

A unique opportunitity to work with our client, within their chartered status Wealth Management Business that was established over 40 years ago. Their fundamental goal is to provide their clients with financial peace of mind.

The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.

They have a large client base and significant assets under management. They have an excellent reputation and have been rated in the top 10 IFAs in the UK on VouchedFor.

Package Details: The successful candidate will receive a salary of £35,000-£50,000 Per AnnumOther benefits include:

Company pension
On-site parking
Bonus scheme
Private medical insurance
Hybrid working
25 days annual leave plus bank holidays

Purpose of the role:

The purpose of this role is to carry out the Paraplanning duties for clients and Advisors. This includes performing client research, report construction and client contact, ensuring the highest possible standard of client service, senior administrative duties, working closely with Financial Advisers to support the client advisory process, and playing a key role in the business.

Duties and Responsibilities:

Your duties will include but not be limited to:

Provide vital paraplanning support to the team of wealth advisers
Research products, financial planning solutions and investment strategies
Prepare recommendation reports for client meetings
Writing suitability reports/annual review reports
Provide a high level of technical support
Assist advisers with client management
Provide advisers and clients with technical reports and information
Ensure high worth investment transactions are carried out accurately
Create and implement processes and procedures within the role

The Ideal Employee:

Relevant Skills/Experience

Experienced with Cashcalc, X-Plan and FE Analytics is preferred but not essential
Experience of the Pension Switch market
Excellent IT skills and proficient in Microsoft Office
Strong technical knowledge around pensions, investments and IHT planning
Good communication skills

Experience required: 2 years Paraplanning experience.

Qualifications required: Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate.

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