Technical Paraplanner

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.

Company Description

The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients.

Role Description

They are looking for a Paraplanner to join the team on a hybrid basis, working at least some of the time from the offices, balanced with your home location if preferred.

The Role and Opportunity

They are seeking a Paraplanner to join their amazing team to continue to help deliver an outstanding experience for their clients. If successful you will join an incredibly dynamic team offering the option of hybrid office / home working, plus the benefit of ongoing training and support with your exams.

Responsibilities

• Conducting regular strategy meetings with our Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
• Efficiently summarise recommendation options for our Financial Planners and draft letters and suitability reports for a wide range of products, providers and funds.

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