Job Information

You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm’s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning.

You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career.

Local to the office in Surrey, Fetcham. Hybrid working is available.

£neg Salary, depending on experience. 

This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development.

Please apply on-line or contact Cameron James for more information.