Type of Position: Paraplanner - Banstead
Pay: £35k - £45k
We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into an Advisory role within the firm in the future, if that is something the candidate would want.
Responsibilities:
1. Provide vital paraplanning support to the team of wealth advisers
2. Research products, financial planning solutions, and investment strategies
3. Prepare recommendation reports for client meetings
4. Provide a high level of technical support
5. Assist advisers with client management
6. Provide advisers and clients with technical reports and information
7. Ensure high-worth investment transactions are carried out accurately
Experience and qualifications:
* Previous administrative and paraplanning experience required
* Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate
* Familiar with major research systems (e.g. Cashcalc, X-Plan, FE Analytics etc)
* Experience of the Pension Switch market
* Experience of administration of IHT or Investment products
* Excellent IT skills and proficient in Microsoft Office
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