We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. You will provide 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 wants.
Responsibilities:
* Provide vital paraplanning support to the team of wealth advisers
* Research products, financial planning solutions and investment strategies
* Prepare recommendation reports for client meetings
* Provide a high level of technical support
* Assist advisers with client management
* Provide advisers and clients with technical reports and information
* 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