We are excited to present a fantastic opportunity for a Paraplanner to join a leading global financial services firm. Our client is dedicated to providing innovative solutions and expert advice to their clients. We are looking for a detail-oriented and motivated professional to support their financial advisory team.
Key Responsibilities:
- Prepare comprehensive financial plans and investment reports for clients.
- Conduct in-depth research on investment products, markets, and regulations.
- Collaborate with financial advisors to gather client information and assess financial needs.
- Ensure compliance with regulatory requirements and internal policies.
- Assist in the development and implementation of client strategies.
- Maintain accurate client records and documentation.
- Stay updated on industry trends and changes to enhance service delivery.
Qualifications:
- Experience of providing a first-class paraplanning service.
- Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice.
- Educated to at least A Level/Higher standard (or equivalent).
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
- Commitment to study towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).
What We Offer:
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including private medical insurance and more.
- Opportunities for professional development and continuing education.
- A supportive and collaborative work environment.
If you are passionate about helping clients achieve their financial objectives and are looking for a rewarding career opportunity, we want to hear from you! Please submit your resume and a cover letter detailing your relevant experience to Paige Williams at SJC Partners.
- Company pension
- Cycle to work scheme
- Enhanced maternity leave
- Free flu jabs
- Life insurance
- Private medical insurance
- Work from home