Paraplanning Professional

1 week ago


Surrey, United Kingdom Antony George Recruitment Full time
About Antony George Recruitment

We are a leading recruitment agency specializing in financial services, dedicated to connecting top talent with exciting career opportunities.

Job Description

Job Title: Paraplanning Professional

Job Type: Full-time

Industry: Financial Services

Location: Remote (with occasional office visits)

Job Summary:

We are seeking an experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will be responsible for providing high-quality paraplanning support to our wealth advisers, ensuring the highest possible standard of client service.

Key Responsibilities:

  • Provide vital paraplanning support to our team of wealth advisers, including research, report construction, and client contact.
  • Research and recommend financial planning solutions and investment strategies to support our clients' goals.
  • Prepare comprehensive recommendation reports for client meetings, ensuring accuracy and attention to detail.
  • Write suitability reports and annual review reports, providing clear and concise recommendations.
  • Provide technical support to our advisers and clients, ensuring they have the information they need to make informed decisions.
  • Assist our advisers with client management, ensuring seamless communication and exceptional client service.
  • Ensure high-worth investment transactions are carried out accurately and efficiently.

Requirements:

  • 2+ years of experience in paraplanning, with a strong understanding of financial planning principles and practices.
  • Excellent IT skills, with proficiency in Microsoft Office and experience with Cashcalc, X-Plan, and FE Analytics.
  • Strong technical knowledge of pensions, investments, and IHT planning, with a focus on delivering high-quality results.
  • Good communication skills, with the ability to work effectively with clients and colleagues.
  • CII exam results or Level 4 qualified in Financial Planning certificate.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to work with a leading recruitment agency in the financial services sector.

How to Apply:

If you are a motivated and experienced Paraplanning Professional looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].



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