Paraplanner

We are looking for an organised and competent Paraplanner to join this thriving financial planning firm in Surrey. This is an exciting opportunity for a driven and motivated individual to take on a new role in a growing Financial Planning firm and within a high performing team.

This is not a typical paraplanner role, you will be providing technical research and analysis to the Financial Planner but you will also have some client service responsibilites as well. You will prepare reports, provide technical expertise and work closely with the rest of the team to provide clients with a professional and seamless ongoing Financial Planning experience. You will work closely with the rest of the administrators in the team and be the glue that holds the team together. We are looking for someone with energy and determination to get things done and implement change when necessary.

Key Skills:

- Analytical mindset

- Teamplayer; ability to collaborate with others.

- Time management skills; able to handle deadlines and pressure.

- Energetic, driven and outgoing

- Excellent IT skills and proficient in Microsoft Office Products

- Familiar with Voyant cash flow modelling

- Industry awareness and a strong knowledge of financial products.

- A problem solver and not afraid to take on a challenge.

- Willing to learn new skills to develop within the team and help others.

Sounds like you? Get in touch with us for more information on the role.