Client-Facing Paraplanner

Location

Fetcham

£45000 - £50000 Type Permanent Workplace Hybrid Ref
89477

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

Agrowing Independent Financial Adviceand Investment Managementpracticearelookingtogrowtheirteambybringingona Level4qualified Paraplannertodirectlysupportacoupleof Financial Advisersandworkastherighthandtothem ,sittinginclientmeetingsandlookingafterabusyclientbank.

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.

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

• Directly support with clients on complex cases
• Sit in client meetings
• Gatherresearch and analyseinformation
• 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

You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.

• 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