Role Nigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner. You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in their office) and dealing with client directly. You will build a strong rapport with both the Financial Planners and clients you are assigned to, offering a truly first-class end to end service. Our client would offer flexible/hybrid working but most of the week you would be expected to be in the office 3-4 days. Requirements To be considered for this role you will have experience working as a Paraplanner or in a senior Sales Support function within a financial planning practice. You will be ideally Level 4 qualified, but this is not essential as long as you have the relevant experience. You will be used to dealing with HNW clients, mainly pre and/or at retirement. You will also demonstrate the right characteristics by being hard working and professional in nature. Why join? You will be joining a brilliant business with a fantastic culture and a highly collaborative working environment. This will be a great opportunity to work alongside Financial Planners and be truly client facing given you will liaise with clients directly. Our client is highly adaptable in their approach when hiring and prefer the focus to be on getting the right people into the business to mould the role around them. They also are supportive and help drive their employees’ careers forward by offering plenty of scope in the business. For the right person they would look to offer a highly attractive basic salary and company benefits. What next? If you would like to find out more about this great role and client please apply below