Client-Facing Paraplanner

Paraplanner – Leatherhead area – circa £50,000 DOE

Flexible on hybrid approach, need to be based within a reasonable distance of the office.

A growing Independent Financial Advice and Investment Management practice are looking to grow their team by bringing on a Level 4 qualified Paraplanner to directly support a couple of Financial Advisers and work as the ’right hand’ to them, sitting in client meetings and looking after a busy client bank.

You will join a long-standing business that is on a growth trajectory and prides themselves on their independent ‘whole of market’ and people-focused approach to advice.

Please note:

To be considered for this role you must be Level 4 qualified (ideally via CII) and have at least 2-3 years of relevant experience in a similar role.

• Directly support with clients on complex cases
• Sit in client meetings
• Gather research and analyse information
• Product suitability letters and reports
• Conduct cash flow modelling and presentations
• Construct financial plans with the Adviser
• Keep up to date with technical, legislative and regulatory changes
• Assist with the work of the Administrators

• 2+ years of experience in a Paraplanning position
• Hold Level 4 Diploma in Financial Planning
• Proven experience of providing quality support to Financial Planners
• Have excellent knowledge of investment, life and pensions products and current legislation
• Experience with cashflow modelling is ideal

• Competitive salary circa £50,000
• Hybrid working – flexible on amount of days in the office per week

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.