Paraplanner - Weybridge

Our client is looking for an experienced Paraplanner to join their team, based in their Weybridge office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice.

This will be a hybrid working role, based 2-3 days a week in Weybridge.

Main responsibilities

· The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English.

· Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner.

· You will be required to keep up to date with all relevant training and best practice to enable this standard to be met.

· This includes company and departmental training, competence, and development initiatives.

· Commitment to pass basic internal financial industry ex...