We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients. As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join our team. This role is essential in supporting our Financial Planners and ensuring our clients receive tailored, high-quality financial advice.
What you'll be doing:
- Conduct research and analysis on a range of financial products, including pensions, investments, and insurance.
- Prepare detailed, compliant reports and recommendations for Financial Planners.
- Assist in the creation and review of financial plans and strategies to meet clients' needs and objectives.
- Ensure that all client files and recommendations are up-to-date, accurate, and compliant with regulatory standards.
- Collaborate with Financial Planners to support client meetings, providing technical input as needed.
- Act as a liaison with product providers, ensuring timely responses and efficient administration of client accounts.
Required Skills & Experience
- Proven experience in a Paraplanning role for 3+ years within a financial advisory firm.
- Level 4 Diploma in Financial Planning (required)
- Strong technical knowledge of pensions, investments, tax, and insurance.
- Excellent analytical skills with an eye for detail and accuracy.
- Proficiency in financial planning software and MS Office suite.
- Exceptional organizational skills and the ability to manage multiple tasks efficiently.
Benefits
- Competitive salary (£40,000 - £60,000 Negotiable) with discretionary annual bonus
- Pension scheme
- Private Medical Insurance allowance )
- Hybrid working
- 28 days annual leave + bank holidays
- Study support for CII Exams
- Free on-site parking
- Clear career pathway with opportunities in to advice
- Great culture & team events
What next?
Hit
apply
or contact
Abi
directly!