We are currently recruiting for a highly regarded Financial Planning practice in Woking who are looking to recruit a Senior Paraplanner.
You will use your technical knowledge and expertise to analyse client needs, write recommendation reports and improve the planning process. Working closely with our financial advisers, you will also be supported by a highly proficient administration team.
Typical responsibilities
1. Attending client meetings with financial advisers when required
2. Analysing client information from fact find, existing records and meeting notes
3. Researching products and services to make suitable recommendations
4. Writing compliant client reports with appropriate disclosures and illustrations
5. Maintaining relationships with product and service providers
What they offer
6. Salary up to £45,000, pension, discretionary annual bonus
7. Flexible hours, potential to work remotely
8. Support with career development and qualifications
9. Sociable and professional office environment
10. Free parking
Ideal candidate
11. Level 4 Diploma, familiarity with MS Office and FE Analytics
12. Technical competence in investments, pensions, tax allowances and protection
13. Conscientious and diligent, likely to have at least two years’ experience
14. Aware of applicable legislation, guidance and best practice
15. Excellent command of English, both verbal and in writing