Elevate Your Career as a Paraplanner with a Leading Financial Planning Firm in Uxbridge!
Are you passionate about making a meaningful impact on people's financial futures? Do you thrive in a dynamic, client-focused environment? If so, our clients IFA practice is the place for you!
As a leading financial services firm, they are dedicated to helping individuals and businesses achieve their financial goals with confidence. The team specialise in providing expert advice on pensions, investments, and insurance, ensuring our clients receive personalized solutions tailored to their unique needs.
Why Join Us?
- Reputation for Excellence: The team pride ourselves on delivering top-tier financial advice and services. With a strong reputation built on trust and results, you'll be part of a company that is recognised and respected in the industry.
- Client-Centric Approach: Our clients are at the heart of everything we do. You'll have the opportunity to work closely with individuals and businesses, helping them secure their financial futures through bespoke solutions.
- Professional Growth: We believe in investing in our team. You'll have access to continuous professional development, mentorship from industry leaders, and opportunities to advance your career.
- Collaborative Environment: Join a supportive and collaborative team where your ideas are valued, and your success is celebrated. We foster a culture of teamwork, where every member contributes to our collective achievements.
- Innovation and Adaptability: You'll be part of a forward-thinking company that leverages the latest technology and strategies to better serve our clients.
Location: Uxbridge, with the flexibility to work from home, the salary for a Paraplanner is up to £40,000
Key Contributions:
- Support Financial Planners and Advisers with in-depth research and analysis.
- Prepare comprehensive financial plans and suitability reports.
- Foster internal relationships to ensure smooth business operations.
- Enhance the firm's reputation within the professional community.
- Generate Annual Review Reports and detailed cash flow forecasts.
- Maintain meticulous client records and assist with product research.
- Contribute to the firm's service standards and work collaboratively with the team.
Ideal Candidate:
- Excellent communication skills.
- A proactive approach to tasks and client service.
- A team player who thrives in a collaborative setting.
- Experience writing Suitability reports for Investments and Pensions
- Paraplanning experience