Role: Paraplanner
Location: Guildford
Salary: Up to £55,000
Ref: 9611
I'm working with one of the UK’s top tier Wealth Management companies, who are looking for a Paraplanner to join their team in Guildford. Drawing on an impressive history, alongside embracing a modern approach this company has developed a leading client proposition that has allowed them to solidify their position in the profession.
With a presence across the UK, they managed over £44Billion of client assets through a dedicated team of professionals.
In this role you will be supporting a team of advisers with the delivery of expert advice to private clients. My clients paraplanners form an integral part of the advice process, meaning this will be a varied and engaging role. Alongside technical research, you will be involved in client meetings and regular ongoing client interactions.
There will also be a focus on developing relationships with internal investment managers, and other teams within the business to ensure the best outcomes are achieved for clients.
What they are looking for:
• An experienced Paraplanner with strong knowledge of pension and IHT planning
• CII Diploma in Financial Planning
• Track record using cash flow planning software
• Ability to manage a varied workload
• Client-focused approach to work.
What they offer:
• Salary up to £55,000
• Life assurance, Critical illness, and PHI
• Professional development support
• Excellent Maternity and Paternity cover
• Employee share scheme
• A supportive working environment.
If the above role aligns with your values and career plans, then please get in touch or apply online to find out more.