Paraplanning Professional
3 weeks ago
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 advisors and clients.
Key Responsibilities- Provide exceptional paraplanning support to our team of wealth advisors, ensuring the highest possible standard of client service.
- Conduct thorough research on products, financial planning solutions, and investment strategies to provide expert recommendations.
- Prepare comprehensive recommendation reports for client meetings, ensuring all necessary information is presented in a clear and concise manner.
- Write suitability reports and annual review reports, highlighting key findings and recommendations.
- Provide high-level technical support to our advisors and clients, ensuring they have access to the information they need to make informed decisions.
- Assist advisors with client management, ensuring seamless communication and exceptional client service.
- Develop and implement processes and procedures within the role, ensuring efficiency and effectiveness.
- 2 years of experience in paraplanning, with a strong understanding of pensions, investments, and IHT planning.
- Excellent IT skills, with proficiency in Microsoft Office and experience with Cashcalc, X-Plan, and FE Analytics.
- Strong technical knowledge and excellent communication skills, with the ability to work effectively with clients and advisors.
- CII exam results or a Level 4 qualified in Financial Planning certificate.
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Paraplanning Professional
2 weeks ago
Reigate, Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe 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 advisors and clients.Key ResponsibilitiesProvide exceptional paraplanning support to our team of wealth advisors, ensuring...
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Paraplanning Professional
2 weeks ago
Reigate, Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe 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 advisors and clients.Key ResponsibilitiesProvide exceptional paraplanning support to our team of wealth advisors, ensuring...
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Paraplanning Professional
2 weeks ago
Reigate, Surrey, United Kingdom Antony George Recruitment Full time{"title": "Paraplanning Opportunity", "content": "Paraplanning RoleWe are seeking a 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 ResponsibilitiesProvide high-quality paraplanning support to our team of wealth...
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Paraplanning Professional
2 weeks ago
Reigate, Surrey, United Kingdom Antony George Recruitment Full time{"title": "Paraplanning Opportunity", "content": "Paraplanning RoleWe are seeking a 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 ResponsibilitiesProvide high-quality paraplanning support to our team of wealth...
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Paraplanning Professional
5 days ago
Reigate, Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Antony George Recruitment. As a Paraplanner, you will play a crucial role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide technical support to our wealth advisers, including research and analysis of financial planning solutions...
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Paraplanning Professional
5 days ago
Reigate, Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Antony George Recruitment. As a Paraplanner, you will play a crucial role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide technical support to our wealth advisers, including research and analysis of financial planning solutions...
