Elevate Your Career as a Paraplanner with a Leading Financial Planning Firm in Uxbridge!
Do you have experience in Paraplanning and are looking for a more challenging role in a supportive environment? We have an exciting opportunity for you to join a prestigious Financial Planning practice that values your expertise and dedication.
Location: Uxbridge, with the flexibility to work from home, the salary for a Paraplanner is up to £40,000
On offer form the firm:
- A role that supports your continuous professional development.
- A responsible and compliant work environment.
- The chance to be part of a firm that's making a difference in the financial industry.
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