Job Description

We are currently recruiting for a well-established Financial Planning practice based in Redhill who are looking to recruit an experienced Paraplanner to join their team.

This is an exciting opportunity for an enthusiastic, self-motivated and ambitious individual within an established sophisticated financial planning and investment management company.


Role Responsibilities

The main focus of this role is to oversee the paraplanning function whilst actively producing financial planning reports and research for advisers. Additionally, they are looking for someone to mentor a current team mentor whilst they work towards getting Diploma qualified.


Preparing and maintaining the client file

  • Check all paperwork relevant to the client recommendation file is present

  • Confirm client risk profile is determined

  • Discuss client objectives with the Adviser.

  • Identify and obtain the information necessary to comp...

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