Location
Esher
Salary Competitive TypePermanent WorkplaceHybrid Ref89532
Recruiter Managing This Role
Senior Paraplanner
Esher, Surrey 4 days a week in the office (1 day from home)
Salary is competitive DOE
We are currently working with a highly regarded Wealth Management practice with brand new, modern offices in Esher (parking available) who are seeking an experienced Senior Paraplanner to join their growing team.
As a key member of the technical team, youll work closely with Advisers and Administrators to deliver exceptional financial planning support across high-net-worth clients on investments, pensions, tax, estate planning. This role is ideal for someone who is very technical, and thrives in a client-focused environment and enjoys being the point of contact for technical queries.
You will be responsible for delivering high quality technical Paraplanning support to the Advisers, you will collaborate with them to identify opportunities and create financial plans for clients.
This includes: understanding recommendations, constructing financial plans via investment research, suitability report writing, illustrations & calculations, recommendations and cashflow modelling. You will communicate with other departments across both this office and the office in the Midlands.
What were looking for:
1. At least 3 years of experience in a Paraplanning position
2. Level 4 qualified as a minimum, via CII, LIBF, or FPC
3. Strong knowledge of pensions, investments, tax, estate planning and other products
4. Confident using research tools
Benefits:
5. Workplace pension scheme (employer contribution of 4%, employee also personally contributes 4%)
6. Onsite parking
7. 25 days of annual leave
8. Discretionary annual bonus
9. Private medical insurance
10. Exam support and time off for professional development