Paraplanning Professional

5 days ago

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

We are seeking a highly skilled Paraplanner to join our team at Antony George Recruitment. As a Paraplanner, you will play a key role in supporting our wealth advisers in delivering exceptional client service.

Key Responsibilities:

  • Provide technical support to our wealth advisers, including research and analysis of financial planning solutions and investment strategies.
  • Prepare high-quality recommendation reports for client meetings, ensuring the highest possible standard of client service.
  • Assist advisers with client management, including providing technical reports and information to clients and advisers.
  • Ensure accurate and timely completion of high-worth investment transactions.

Requirements:

  • 2 years of experience in Paraplanning, with a strong understanding of pensions, investments, and IHT planning.
  • Excellent IT skills and proficiency in Microsoft Office.
  • Strong technical knowledge and excellent communication skills.
  • CII exam results or Level 4 qualified in Financial Planning certificate.

What We Offer:

  • A competitive salary of £35,000-£50,000 per annum.
  • A comprehensive benefits package, including company pension, free on-site parking, bonus scheme, private medical insurance, and 25 days annual leave plus bank holidays.

About Us:

Antony George Recruitment is a leading recruitment agency specialising in financial services. We pride ourselves on delivering exceptional service to our clients and candidates, and we are committed to building long-term relationships.

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