Financial Planning Associate
3 weeks ago
Are you a detail-oriented individual looking to support a team of wealth advisers in Coulsdon, Surrey? We are seeking an experienced Paraplanner or Trainee to provide vital paraplanning support. This role offers the potential to progress into an Advisory role within the firm.
We offer a competitive salary range of £35k - £45k per annum.
About the RoleThis is an excellent opportunity for a motivated individual to join our team and contribute to the success of our clients based in Coulsdon. As a Paraplanner, you will be responsible for providing technical support to our wealth advisers, researching products and financial planning solutions, and preparing recommendation reports.
Key Responsibilities:
- Provide high-quality technical support to the team of wealth advisers
- Research and recommend suitable products and financial planning solutions
- Prepare detailed reports for client meetings
- Assist with client management and administration
- Ensure accurate execution of high-worth investment transactions
Requirements:
- Previous administrative and paraplanning experience required
- CII exam results or Level 4 qualified in Financial Planning certificate
- Familiarity with major research systems (e.g., Cashcalc, X-Plan, FE Analytics)
- Experience of Pension Switch market and IHT or Investment product administration
- Excellent IT skills and proficiency in Microsoft Office
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