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Paraplanning Professional

2 months ago

London, Greater London, United Kingdom Antony George Recruitment Full time

About Antony George Recruitment

We are a leading recruitment agency specialising in the financial services sector, dedicated to providing exceptional candidates to our clients.

Job Description

As a Paraplanning Professional, you will play a vital role in supporting our team of wealth advisers in delivering exceptional client service. Your primary responsibilities will include:

  • Providing expert paraplanning support to our team of financial planners
  • Conducting thorough research on financial products, planning solutions, and investment strategies
  • Preparing comprehensive recommendation reports for client meetings
  • Writing detailed suitability reports and annual review reports
  • Offering high-level technical support to our advisers and clients
  • Assisting our advisers with client management and providing technical reports and information
  • Ensuring accurate execution of high-value investment transactions

Requirements

To be successful in this role, you will need:

  • 2 years of experience in paraplanning, preferably with knowledge of Cashcalc, X-Plan, and FE Analytics
  • Experience in the pension switch market
  • Excellent IT skills and proficiency in Microsoft Office
  • Strong technical knowledge of pensions, investments, and inheritance tax planning
  • Excellent communication skills

Qualifications

You will need to hold a Level 4 qualified Financial Planning certificate or demonstrate equivalent CII exam results.