Paraplanner

JR United Kingdom; Guildford; On-site; GBP 45,000 - 55,000; Full time

Job summary

An established industry player is seeking a skilled Paraplanner to enhance their dynamic team in Guildford. This role offers the chance to work closely with advisers, providing essential support in delivering expert financial advice to private clients. With a strong focus on pension and IHT planning, you will play a pivotal role in the advice process, ensuring client satisfaction through effective communication and relationship management. The company is committed to fostering a supportive work environment, offering competitive salaries and comprehensive benefits, including life assurance and an employee share scheme. If you’re looking to advance your career in a thriving sector, this opportunity is perfect for you.

Benefits

Life Assurance

Critical Illness Cover

Excellent Maternity and Paternity Cover

Employee Share Scheme

Supportive Working Environment

Qualifications

• Experienced Paraplanner with strong knowledge of pension and IHT planning.
• Ability to manage a varied workload with a client-focused approach.

Responsibilities

• Support advisers with expert advice delivery to private clients.
• Engage in client meetings and ongoing interactions.

Skills

Pension Planning

IHT Planning

Client Management

Technical Research

Education

CII Diploma in Financial Planning

Job description

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I'm working with one of the UK’s top tier Wealth Management companies, who are looking for a Paraplanner to join their team in Guildford. Drawing on an impressive history, alongside embracing a modern approach this company has developed a leading client proposition that has allowed them to solidify their position in the profession.

With a presence across the UK, they managed over £44Billion of client assets through a dedicated team of professionals.

In this role you will be supporting a team of advisers with the delivery of expert advice to private clients. My clients paraplanners form an integral part of the advice process, meaning this will be a varied and engaging role. Alongside technical research, you will be involved in client meetings and regular ongoing client interactions.

There will also be a focus on developing relationships with internal investment managers, and other teams within the business to ensure the best outcomes are achieved for clients.

What they are looking for:

• An experienced Paraplanner with strong knowledge of pension and IHT planning

• CII Diploma in Financial Planning

• Ability to manage a varied workload

• Client-focused approach to work.

What they offer:

• Salary up to £55,000

• Life assurance, Critical illness, and PHI

• Excellent Maternity and Paternity cover

• Employee share scheme

• A supportive working environment.

If the above role aligns with your values and career plans, then please get in touch or apply online to find out more.