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Financial Planning Specialist

2 months ago

Guildford, Surrey, United Kingdom Blakemore Recruitment Full time
Technical Paraplanner

We are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a hybrid working arrangement, with the opportunity to work from home and in our office.

About the Company

Our client is a boutique wealth management firm based in the Surrey area, providing expert financial advice to private and corporate clients.

Job Description

The successful candidate will be responsible for conducting research, summarizing recommendation options, and drafting reports for our Financial Planners. They will also be expected to maintain a high level of technical knowledge and provide support to the team in developing processes and ideas.

Key Responsibilities

  • Conducting research and analysis to identify suitable solutions for clients
  • Summarizing recommendation options and drafting reports
  • Maintaining technical knowledge and staying up-to-date with industry developments
  • Providing support to the team in developing processes and ideas
  • Updating client records and business trackers

Requirements

  • At least three years of experience in the industry
  • Level 4 Diploma in Financial Planning or higher
  • Specialist qualifications such as Long Term Care, Equity Release, and Pension Transfer
  • Excellent report writing and communication skills
  • Experience of IT systems, including Intelligent Office and FE Analytics
  • Self-motivated and driven to succeed
  • Good problem-solving skills and attention to detail

Benefits

  • Pension scheme
  • Cash Plan after 6 months employment
  • £100,000 Death in Service
  • Income Protection
  • 23 days holiday up to 28 days
  • Hybrid office and working from home
  • Modern Laptop supplied
  • Company contributions towards benefits