Paraplanner - Surrey
Our client is looking for a Paraplanner for their Weybridge, Surrey office. This is a hybrid role with only 2 days in the office. You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports.
They successfully deliver high level, complex reports written specifically with clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team. The client is at the heart of our values and therefore all communication should be bespoke to them and written in concise Plain English.
The successful candidate will need to ensure the advice provides is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner. You will be required to keep up to date with all relevant training and best practice to enable this standard to be met. You will also need to regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.
Requirements:
1. A positive, fair, and friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
2. Honesty, integrity, and ability to maintain confidentiality.
3. Hard working and responsive to the need to deliver a high-quality support service.
4. Commercially minded and driven.
5. Comfortable working in an environment where outputs are monitored, and targets set.
Benefits package includes:
6. 25 days holiday (increasing by an additional day per annum up to 30 days)
7. Our client will match your personal pension contribution up to a maximum of 7.5%
8. Life assurance of up to 4 x your salary;
9. Income protection of 75% of your basic salary in the event of long term sickness
10. Employees can use our financial advisers within the company for any financial advice or knowledge
11. Interest free season tickets loans, eye care and childcare vouchers.
12. Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)