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Paraplanning Professional

2 months ago

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

We are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our wealth management team, you will play a vital role in supporting our financial advisers in delivering exceptional client service.

Key Responsibilities
  • Provide expert paraplanning support to our team of wealth advisers, ensuring the highest possible standard of client service.
  • Conduct thorough research on financial planning solutions, investment strategies, and products to support client needs.
  • 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.
  • Offer high-level technical support to our advisers, ensuring they have the necessary information to make informed decisions.
  • Assist advisers with client management, providing exceptional service and support.
  • Provide technical reports and information to advisers and clients, ensuring seamless communication.
  • Ensure accurate and timely execution of high-worth investment transactions.
Requirements
  • 2 years of experience in paraplanning, with a strong understanding of financial planning principles.
  • Excellent IT skills, with proficiency in Microsoft Office.
  • Strong technical knowledge of pensions, investments, and IHT planning.
  • Good communication skills, with the ability to work effectively with clients and colleagues.
  • CII exam results or Level 4 qualified in Financial Planning certificate.
About Us

Antony George Recruitment is a leading recruitment agency specializing in financial services. We pride ourselves on delivering exceptional service and support to our clients and candidates. If you are a motivated and experienced paraplanning professional looking for a new challenge, we would love to hear from you.