Job Title: Paraplanner
Location: Stockton - on - Tees
Salary: £32,000 - £40,000 per annum (dependent on experience and level of qualification)
We are seeking a highly-skilled and experienced Paraplanner to join a friendly team of financial professionals in Stockton. The successful candidate will play a key role in supporting Financial Advisers by preparing financial reports, analysing client objectives, and delivering customised financial advice.
Responsibilities:
- Researching and analysing financial products and services to source well-informed recommendations for clients. Exposure to a wide range of pensions and retirement products, investments and protection.
- In-depth analysis of clients' circumstances, portfolios, and objectives, culminating in tailored recommendation reports for Financial Advisers.
- Preparation of comprehensive financial planning reports, suitability letters, and other written information for clients.
- Providing essential technical support to Financial Advisers to maintain and enhance client relationships and deliver superior financial advice.
- Collaborating with the team to ensure compliance with financial regulations and internal policies and procedures.
- Building relationships with clients.
- Attending meetings with clients to complete paperwork where required.
- Identifying and actioning points from the meeting, recording on Intelliflo.
- Building relationships with clients and being the point of contact via email and telephone.
- Other ad hoc technical and administrative tasks to support the advisers and clients.
Requirements:
- Experience within an equivalent role.
- Extensive knowledge of financial planning and financial products and services.
- A high level of written and verbal communication skills.
- Strong analytical and problem-solving abilities.
- Proven capability to work independently and collaboratively within a team environment.
- Exceptional attention to detail and accuracy.
This is an excellent opportunity for a dedicated financial planning professional to contribute to a dynamic and successful team, building their career and making a significant impact on clients' financial well-being. If you have the required skills and experience, we encourage you to apply for this rewarding position.
Please send your CV to jenny @ tempestjones . com