Technical Paraplanner - Wealth Management
A fantastic opportunity has arisen for an experienced Diploma qualified Paraplanner to join an award winning Wealth Manager in Guildford.
Working alongside the company’s most productive advisers you will be the main point of contact for client queries, you will be required to carry out technical research in preparation for client meetings, assessing the client’s objectives and carrying out research to identify suitable solutions to meet client requirements.
You will be responsible for carrying out financial analysis to enable you to draft recommendation reports / suitability letters for review and sign off by the advisers. You will also be required to arrange and attend internal / external client meetings and train and lead junior members of the team.
The successful candidate will currently be a pro-active Paraplanner with an in-depth knowledge of all Investment, Life and Pensions’ products/legislation and be working for either an IFA practice or consultancy with a first class track record in providing support to advisers.