We are on the hunt for a Paraplanner to join a team of Financial Advisers. This is an incredible opportunity to work within a dynamic firm that prides itself on delivering bespoke financial advice and planning services.
What's on Offer:
- Competitive Salary: Attractive package commensurate with your experience and expertise.
- Professional Growth: Clear pathways for career advancement and professional development.
- Collaborative Culture: A supportive team environment where your contributions are truly valued.
Your Role:
- Completing research on new business cases, discussing the results with advisers and constructing an agreed recommendation
- Obtaining illustrations and relevant application forms
- Performing detailed research on various financial products, including investment packages, pension schemes, insurance plans, and more
- Review the continued suitability of existing clients products, providers and underlying investments.
- Construct recommendations to realign existing clients portfolio swith their objectives.
- Field technical queries from advisers and administrators
We're Looking For:
- Detail-Oriented: A meticulous approach to complex financial data.
- Proactive: The ability to anticipate needs and deliver solutions.
- Qualified: Relevant financial qualifications (Level 4 Diploma preferred).
- Experience constructing Suitablity reports