Paraplanner

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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.