Client-Facing Paraplanner

Paraplanner

KT postcode, Surrey

circa £50,000

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.

You will have the opportunity to:

• 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

You are able to progress in this position through guided professional development plans, and the full support t...