Client-Facing Paraplanner

Heat Recruitment; Fetcham; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A financial advisory firm in Fetcham is seeking a qualified Paraplanner to support Financial Advisers while managing a busy client bank. The ideal candidate will have a Level 4 Diploma in Financial Planning and a minimum of 2-3 years in a similar role. Responsibilities include supporting clients on complex cases, attending meetings, and conducting cash flow modeling. The position offers a competitive salary of £45,000 - £50,000, along with a hybrid working model, providing flexibility on office days.

Qualifications

• Must have at least 2-3 years of relevant experience in a similar role.
• Proven experience of providing quality support to Financial Planners.

Responsibilities

• Directly support with clients on complex cases.
• Sit in client meetings to gather research.
• Conduct cash flow modelling and presentations.

Skills

Experience in a Paraplanning position

Knowledge of investment, life, and pensions products

Experience with cash flow modelling

Education

Level 4 Diploma in Financial Planning

Job description

Location

Fetcham

Salary

£45000 - £50000 TypePermanent WorkplaceHybrid Ref89477

Recruiter Managing This Role

Paraplanner Leatherheadarea circa £50,000 DOE

Flexible on hybrid approach, need to be based within a reasonable distance of the office

AgrowingIndependentFinancialAdviceandInvestmentManagementpracticearelookingtogrowtheirteambybringingonaLevel4qualifiedParaplannertodirectlysupportacoupleofFinancialAdvisersandworkastherighthandtothem,sittinginclientmeetingsandlookingafterabusyclientbank.

You will join a long-standing business that is on a growth trajectory and prides themselves on their independent whole of market and people-focused approach to advice.

Please note :

To be considered for this role you must be Level 4 qualified (ideally viaCII) and have at least 2-3years of relevant experience in a similar role.

Responsibilities

• Directly support with clients on complex cases
• Sit in client meetings
• Gatherresearch and analyseinformation
• Product suitability letters and reports
• Conduct cash flow modelling and presentations
• Construct financial plans with the Adviser
• Keep up to date with technical, legislative and regulatory changes

Assist with the work of the Administrators

You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.

Whats needed to be considered?

• 2+ years of experience in a Paraplanning position
• Hold Level 4 Diploma in Financial Planning
• Proven experience of providing quality support to Financial Planners
• Have excellent knowledge of investment, life and pensions products and current legislation
• Experience with cashflow modelling is ideal

Whats on offer?

• Competitive salary circa £50,000
• Hybrid working flexible on amount of days in the office per week