Job Reference No. 6964
Permanent / Temporary Permanent
Salary / Rate of Pay £40k - £45k per annum
Location Dorking
Sector Commercial
Days / Hours Full-time / Monday to Friday

Job Description

Our well-established client in the financial services sector, following a restructure, are now looking to grow their team. They are looking for an experienced paraplanner to support the Financial Planner in informing and advising Clients on financial strategies, plans and products.


 Key Responsibilities and Outputs

  • Supporting the Financial Planner in research and analysis to meet the Client's needs and objectives
  • Supporting the Financial Planner in preparing Client Financial Plans and Advice Reports
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Promoting the profile of Trentham Invest within the profession and wider communities
  • Continuous professional development to meet regulatory requirements and personal development needs.
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally


Nature and scope of responsibilities

Reports to:  Client Account Managers


In particular, the role holder will have primary responsibility for:

  • Managing and supporting the Technical Administrator
  • The technical aspects of preparing for Client meetings including:
  • Overseeing the collation/collating any financial data from the client or third parties  Financial data analysis
  • Analysing Client data and preparing cash flow analysis
  • Overseeing the research/researching any products to support recommendations
  • Compiling financial planning recommendations and advice reports
  • Providing support for the Financial Planner to allow the Financial Planner to focus on Client relationships and meeting business targets
  • Ensuring that all regulatory and compliance standards are met
  • Liaising and building professional relations with product providers and other relevant third parties
  • A&L, I&E, Personal Profile
  • Asset Analysis
  • Ensuring that all Client requirements are followed through to the appropriate conclusion


The successful candidate will be working Monday to Friday and you will receive a salary of up to £45,000.

If you have experience and are interested, please apply today!

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