Paraplanning Professional
1 week ago
We are a leading recruitment agency specializing in financial services, dedicated to connecting top talent with exciting career opportunities.
Job DescriptionJob 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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