Hybrid Paraplanner - Wealth Planning & Reports Specialist

Blakemore Recruitment; Guildford; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A boutique wealth management firm near Guildford is seeking a Technical Paraplanner. This hybrid role offers the opportunity to work 1 day in the office and 4 days from home, with a focus on delivering an exceptional client experience and ongoing training support. Candidates should have experience in paraplanning and strong research skills. The firm values independence and offers a dynamic work environment.

Benefits

Ongoing training and support

Qualifications

• Experience as a Paraplanner or similar role preferred.
• Ability to conduct thorough research and analysis.
• Excellent written and verbal communication skills.

Responsibilities

• Conduct regular strategy meetings with Financial Planners.
• Summarise and draft reports for various financial products.

Skills

Client communication

Research skills

Analytical thinking

Job description

A boutique wealth management firm near Guildford is seeking a Technical Paraplanner. This hybrid role offers the opportunity to work 1 day in the office and 4 days from home, with a focus on delivering an exceptional client experience and ongoing training support. Candidates should have experience in paraplanning and strong research skills. The firm values independence and offers a dynamic work environment.