We are currently recruiting for a Financial Planning practice near Godalming who are looking to recruit a Paraplanner to join their team.
They are looking for an experienced Paraplanner to join our team. They are looking for Level 4 or close to completing remaining modules. Ideally a career paraplanner who can bring solid experience into the team, champion good working practices and work as a key part of our advice process.
The Role
Drive and manage the planning workflow
Receive and implement requests from the Advisers
Gather and record client data
Prepare and compare financial analysis
Prepare reports to a professional and timely standard
Provide information for annual reviews and identify areas not covered
Communicate with selected clients (face to face or remote) and third parties
Develop and maintain all processes relevant to technical support
Communicate clearly on technical and client support
Undertake financial planning and product-based research
Operate within the compliance and corporate standards of the business
Report on key measures on a regular basis
Be the link between advice and administration areas of the business
Key drive and involvement in product and platform due diligence
Providing proactive support and involvement for the Advisers
Ideal Candidate
You will have the ability to build upon existing strong client relationships.
It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
You must be happy to work on your own and as part of a team and have excellent time management skills.
You must be a minimum of level 4 diploma qualified.
This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.
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