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Job Title: Technical Assistant / Junior Paraplanner
Location: Esher, Surrey (Hybrid working: 4 days in the office)
We are seeking a dedicated Technical Assistant / Junior Paraplanner to support our team of wealth advisers. This role offers potential career progression into an Advisory position within the firm.
Responsibilities:
1. Provide paraplanning and administrative support to the wealth advisory team.
2. Research financial products, planning solutions, and investment strategies.
3. Prepare recommendation reports for client meetings.
4. Deliver technical support at a high level.
5. Assist advisers with client management tasks.
6. Provide technical reports and information to advisers and clients.
7. Ensure accurate execution of high-worth investment transactions.
Experience and Qualifications:
1. Previous experience in administration and paraplanning required.
2. Some CII exam results or Level 4 Financial Planning qualification preferred.
3. Familiarity with research systems such as Cashcalc, Salesforce, FE Analytics, etc.
4. Experience in the Pension Switch market.
5. Experience with IHT or Investment product administration.
6. Excellent IT skills, proficient in Microsoft Office.
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