Technical Paraplanner - Guildford

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

Job summary

A financial planning firm in Guildford is seeking a Technical Paraplanner. This position offers hybrid working arrangements, with responsibilities including drafting suitability reports and conducting strategy meetings. Candidates should possess a Level 4 Diploma in Financial Planning and relevant experience. The role includes benefits such as a pension scheme, holiday allowance, and support for certification exams.

Benefits

Pension scheme

Cash Plan after 6 months

£100,000 Death in Service

Income Protection

23-28 days holiday

Gifts for Birthdays and Work Anniversaries

Help with funding exams

Free parking

Modern Laptop supplied

Company contributions towards home office kit

Qualifications

• At least three years of experience in the financial industry.
• Detailed understanding of pensions, investments, protection, and tax planning.
• Self-motivated and driven to succeed, delivering excellent client service.

Responsibilities

• Conduct strategy meetings with Financial Planners.
• Draft letters and suitability reports for clients.
• Update client records and business trackers efficiently.

Skills

Report writing

Communication

Problem solving

Attention to detail

Teamwork

Education

Level 4 Diploma in Financial Planning

CF8 (Long Term Care)

ER1 (Equity Release)

AF7 (Pension Transfer)

Tools

Intelligent Office

FE Analytics

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 independently and to work outside of formal template structures to help formulate highly individualised client reports.
• Using different software packages and technology to analyse data and propose effective client solutions.
• Update client records and business trackers promptly and accurately.
• Support the team and managers in the development of processes and ideas.
• Maintain a high degree of technical knowledge relating to core products through ongoing training and self-development.

Skills and Qualifications Required

• At least three years in the industry.
• Level 4 Diploma in Financial Planning or higher.
• Advantageous to have specialist qualifications such as Long Term Care (CF8), Equity Release (ER1) and Pension Transfer (AF7)
• A detailed understanding of pensions, investments, protection and tax planning.
• Excellent report writing and communication skills.
• Experience of a variety of IT systems, preferably to include Intelligent Office and FE Analytics
• Previous experience of using different provider websites / platforms and knowledge of the overall application and administrative processes.
• Self-motivated and driven to succeed and deliver a first class service to clients.
• Good at problem solving and thinking outside the box.
• Excellent attention to detail.
• Ability to work well in a team.
• Hands on, can do approach to work.

Company Benefits

• Pension scheme
• Cash Plan after 6 months employment
• £100,000 Death in Service
• Income Protection
• 23 days holiday up to 28 days (able to roll over up to 5 days each year)
• Closes over Christmas
• Gifts for Birthdays and Work Anniversaries
• Plenty of social events such as Tax Year End celebrations, Christmas Party and others
• Help with funding exams
• Free parking at the office
• Hybrid office and working from home
• Modern Laptop supplied
• Company contributions towards many other benefits such as home office kit