Paraplanning Professional

2 weeks ago


Surrey, United Kingdom Antony George Recruitment Full time
Job Title: Paraplanner

We are seeking a 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 providing exceptional client service.

About the Role:

The successful candidate will be responsible for:

  • Providing vital paraplanning support to our team of wealth advisers
  • Researching products, financial planning solutions, and investment strategies
  • Preparing recommendation reports for client meetings
  • Writing suitability reports and annual review reports
  • Providing a high level of technical support
  • Assisting advisers with client management
  • Providing advisers and clients with technical reports and information
  • Ensuring high-worth investment transactions are carried out accurately
Requirements:

To be successful in this role, you will need:

  • 2 years of paraplanning experience
  • Relevant skills and experience in Cashcalc, X-Plan, and FE Analytics
  • Excellent IT skills and proficiency in Microsoft Office
  • Strong technical knowledge around pensions, investments, and IHT planning
  • Good communication skills
What We Offer:

We offer a competitive salary, company pension, free on-site parking, bonus scheme, private medical insurance, and 25 days annual leave plus bank holidays.

As a Paraplanner at Antony George Recruitment, you will have the opportunity to work with a talented team and contribute to the success of our clients.



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