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Salary £30000 - £45000

Recruiter Managing This Role

We are looking for a talented Paraplanner to join a well-respected and growing wealth management practice.

You will be working in a busy team in the company’s  Weybridge office, and will support clients’ wealth managers.  You will have a strong technical ability and be adept at producing a high standard of work.  Duties will include technical research, cashflow forecasting, and the preparation of suitability reports.  

Applicants must have a minimum of 2 years’ paraplanning experience and have attained the Level 4 Diploma.  You will have had exposure to usual paraplanning duties, be client-centric and with excellent attention to detail.

You must be a great team player with excellent IT skills, with good product knowledge. Ideal candidates will be proficient with Intelligent Office and paraplanning software.

Our client are offering a competitive salary and your career development and professional study will be fully supported.  Benefits include private medical insurance, pension, DIS and 25 days’ holiday – with the chance to buy or sell days. 

This role will be hybrid with 3 days being office-based.

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