Financial Planning Paraplanner
7 days ago
Company: Tate
Job Title: Financial Planning Paraplanner - Experienced Professional
Department: Financial Planning Team
Employment Type: Full time, hybrid working
Salary: Circa £50k DOE with a superb benefits package
We are thrilled to be partnering with a leading investment management company to find an experienced Paraplanner to join their team at their Guildford office. The role involves providing technical research services to the Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently.
Key Responsibilities:
- Provide technical research services to the Planners
- Ensure the preparation of client advice is of the highest quality and delivered efficiently
- Work closely with the Planners and wealth administrators to provide support
- Answer technical queries on areas such as tax, legislation, and products
- Manage and delegate tasks quickly and work with limited supervision to tight deadlines
- Mentor, train, and develop team members
- Foster a good working culture that is inclusive and encourages personal development
Requirements:
- Strong background in the Financial Services industry
- Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
- Knowledge of paraplanning and client support processes and understanding of risk
- Good working knowledge of Word, Excel, and PowerPoint and interest in the investment management industry
- Familiar with Voyant software
Working Arrangements:
The client supports hybrid working, with 3 days in the office and 2 days remote.
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