Guildford
We are looking for a talented Paraplanner to join a well-respected and successful wealth management practice. The successful applicant will be working on a hybrid basis with the chance to work 3 days from home.
You will be working in a busy team in support of our clients’ wealth managers. You will have a strong technical ability and be adept at producing a high standard of work. Experience of more complex financial arrangements is desirable, such as EIS/VCT/BPR, bond withdrawal and surrender, and DB pension transfers.
Duties will include technical research, cashflow forecasting, and the preparation of suitability reports.
Applicants must have a minimum of 4 years’ paraplanning experience and have attained (or be close to attaining) 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.