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We are currently recruiting for a Financial Planning practice near Godalming who are looking to recruit a Paraplanner to join their team.
They are looking for an experienced Paraplanner to join our team. They are looking for Level 4 or close to completing remaining modules. Ideally a career paraplanner who can bring solid experience into the team, champion good working practices and work as a key part of our advice process.
The Role
* Drive and manage the planning workflow
* Receive and implement requests from the Advisers
* Gather and record client data
* Prepare and compare financial analysis
* Prepare reports to a professional and timely standard
* Provide information for annual reviews and identify areas not covered
* Communicate with selected clients (face to face or remote) and third parties
* Develop and maintain all processes relevant to technical support
* Communicate clearly on technical and client support
* Undertake financial planning and product-based research
* Operate within the compliance and corporate standards of the business
* Report on key measures on a regular basis
* Be the link between advice and administration areas of the business
* Key drive and involvement in product and platform due diligence
* Providing proactive support and involvement for the Advisers
Ideal Candidate
* You will have the ability to build upon existing strong client relationships.
* It is essential that you possess strong communication skills, have a high attention for detail, and haveinterpersonal and organisational skills with the ability to work in a busy, fun and professionalenvironment.
* You must be happy to work on your own and as part of a team and have excellent time managementskills.
* You must be a minimum of level 4 diploma qualified.
* This is an exciting proposition to join a growing organisation who offers excellent opportunities to progressyour career. Support for future qualifications will be keenly provided to enable the successful applicant tofurther their knowledge and ability in the role.
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