Technical Paraplanner

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

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.

Company Description

The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients.

Role Description

They are looking for a Paraplanner to join the team on a hybrid basis, working at least some of the time from the offices, balanced with your home location if preferred.

The Role and Opportunity

They are seeking a Paraplanner to join their amazing team to continue to help deliver an outstanding experience for their clients. If successful you will join an incredibly dynamic team offering the option of hybrid office / home working, plus the benefit of ongoing training and support with your exams.

Responsibilities

• Conducting regular strategy meetings with our Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
• Efficiently summarise recommendation options for our Financial Planners and draft letters and suitability reports for a wide range of products, providers and funds.

To think independentl...