Technical Paraplanner
other jobs Eden Rose
Added before 14 hours
- England,South East,Surrey,Woking
- Full Time, Part Time, Permanent
- £40,000 - £55,000 per annum
Job Description:
Full job descriptionTechnical Paraplanner
Woking, free parking
Up to £55,000
An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking.
Working as part of a collaborative and supportive Paraplanning team, you’ll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.
*Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning
*Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review materials
*Attend client meetings where appropriate
*Contribute to the firm’s Investment Committee and stay up to date with financial planning legislation and best practice
Benefits:
*Salary up to £55,000
*25 days annual leave + bank holidays
*Pension and death in service cover
*Discretionary annual bonus
*Career development support and exam funding
*Professional yet friendly office culture
*Free on-site parking
To be considered for this Paraplanner role:
*Diploma qualified, ideally working towards Level 6
*3+ years of paraplanning experience
*Proficient with Intelliflo (or similar), FE Analytics, cashflow software, and Microsoft Office
*A proactive team player with a professional and solution-focused approach
*Based locally or within a reasonable commute to Woking
Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss the opportunity in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Paraplanner, Paraplanning, Report Writer, Financial Adviser Assistant, Adviser support, Client Services Support, Technical Sales Support, Technical Planner
Woking, free parking
Up to £55,000
An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking.
Working as part of a collaborative and supportive Paraplanning team, you’ll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.
*Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning
*Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review materials
*Attend client meetings where appropriate
*Contribute to the firm’s Investment Committee and stay up to date with financial planning legislation and best practice
Benefits:
*Salary up to £55,000
*25 days annual leave + bank holidays
*Pension and death in service cover
*Discretionary annual bonus
*Career development support and exam funding
*Professional yet friendly office culture
*Free on-site parking
To be considered for this Paraplanner role:
*Diploma qualified, ideally working towards Level 6
*3+ years of paraplanning experience
*Proficient with Intelliflo (or similar), FE Analytics, cashflow software, and Microsoft Office
*A proactive team player with a professional and solution-focused approach
*Based locally or within a reasonable commute to Woking
Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss the opportunity in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Paraplanner, Paraplanning, Report Writer, Financial Adviser Assistant, Adviser support, Client Services Support, Technical Sales Support, Technical Planner
Job number 4004356
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metapel
Company Details:
Eden Rose
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...