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Paraplanning Professional

1 month ago

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

At Antony George Recruitment, we are seeking a skilled Paraplanner to join our team. 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 performing client research, constructing reports, and maintaining client contact. You will work closely with our financial advisers to support the client advisory process and contribute to the business's success.

Key Responsibilities:
  • Provide high-quality paraplanning support to our team of wealth advisers
  • Research and recommend financial planning solutions and investment strategies
  • Prepare recommendation reports for client meetings and suitability reports/annual review reports
  • Provide technical support and assist advisers with client management
  • Ensure accurate execution of high-worth investment transactions
Requirements:
  • 2 years of paraplanning experience
  • Strong technical knowledge of pensions, investments, and IHT planning
  • Excellent IT skills and proficiency in Microsoft Office
  • Experience with Cashcalc, X-Plan, and FE Analytics is preferred but not essential
What We Offer:

We offer a competitive salary of £35,000-£50,000 per annum, company pension, free on-site parking, bonus scheme, private medical insurance, and 25 days annual leave plus bank holidays.

Join our team and contribute to the success of Antony George Recruitment. If you are a motivated and experienced Paraplanner, please apply with your CV and a cover letter.