Paraplanner - Surrey

Our client is looking for a Paraplanner for their Weybridge, Surrey office. This is a hybrid role with only 2 days in the office. You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports.

They successfully deliver high level, complex reports written specifically with clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team. The client is at the heart of our values and therefore all communication should be bespoke to them and written in concise Plain English.

The successful candidate will need to ensure the advice provides 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. You will also need to regularly provide workflow upd...