Hybrid Paraplanner

ZipRecruiter; Leatherhead; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading Wealth Management company seeks an experienced Paraplanner for their Surrey offices. The role involves supporting Financial Planners and includes writing reports and maintaining communications. Ideal candidates will have a solid technical background and report writing experience, with the opportunity for hybrid working arrangements.

Qualifications

• 4+ years of experience in a Paraplanner role or similar.
• Optional consideration for candidates with less experience as a Technical Administrator.
• Strong report writing skills required.

Responsibilities

• Support Financial Planners with day-to-day tasks.
• Write recommendations and answer technical queries.
• Maintain templates and handle ad hoc projects.

Skills

Technical knowledge

Report writing

Education

Relevant financial qualifications

Tools

Intelligent Office (IO)

Job description

Job Description

Our clients, a Wealth Management company specializing in Financial Planning for HNW clients, require an experienced Paraplanner for their offices in Surrey. They will soon be merging with their sister company in Leatherhead, forming a team of approximately 20 personnel. The team is small and friendly, ideal for someone seeking a long-term role.

Candidates should ideally be fully qualified with approximately 4+ years of experience. Consideration may be given to a Technical Administrator with fewer qualifications.

The role is full-time and office-based, with potential for hybrid working. The position involves supporting two Financial Planners.

For the right candidate, there is potential for authorization to answer client queries or participate in meetings.

Day-to-day tasks include writing recommendations, answering technical queries from team members and clients (including possible attendance at client meetings), maintaining templates and communications, and handling ad hoc projects.

The main back-office system used is Intelligent Office (IO).

Report writing is primarily from templates, involving significant freeform writing rather than selecting predefined options.

While qualifications are important, salary will be commensurate with experience.

The ideal candidate will have a strong technical background and report writing experience.