Paraplanner

Location: Camberley, Surrey

Salary: Up to £55,000

Duration: Full time, Permanent, Hybrid

We are working with a Boutique Independent Financial Adviser based in Surrey who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.

The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.

Key Responsibilities for the Paraplanner:

• Assist financial planners in preparing financial plans, investment strategies, and recommendations.
• Conduct research on investment products, pensions, tax, and other financial matters.
• Analyse client data to support financial recommendations.
• Prepare and maintain client documentation and reports.
• Liaise with clients, providers, and other professionals as required.
• Ensure that all work complies with regulatory requirements and company policies.
• Manage and track the progress of client cases and ensure timely delivery of financial plans.

On Offer?

• Salary of up to £55,000
• 2 days a week working from home
• 25 days annual leave plus bank holidays
• Private Medical Cover
• Enhanced Parental Leave
• Company Bonus scheme
• Study support to Chartered Status

Requirements:

• Level 4 diploma in regulated financial planning
• 2+ years experience in a paraplanning role

What’s Next?

If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours

Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management