We are working with an award-winning Financial Planning organisation to recruit an additional Paraplanner. Our client has an excellent presence across the South West and are one of the leading names in the region.
As a Paraplanner, you will play a pivotal role in supporting the companies experienced Financial Planners and you will also be a vital point of contact for clients.
Key responsibilities include:
- Conducting in-depth research on financial products and market trends
- Preparing detailed financial reports
- Collaborating closely with financial advisors to develop tailored financial plans for clients
- Ensuring compliance with industry regulations and internal standards
- Contributing to the delivery of exceptional client experiences
Requirements:
- Proven experience in a Paraplanner role.
- Strong understanding of financial markets, products, and regulatory frameworks.
- Diploma in Financial Planning or working towards
- Excellent organisational, analytical, and communication skills.
- A commitment to upholding the highest ethical standards and maintaining client confidentiality.
This is a fantastic opportunity to join a leading name in the market where you can have a long-term career. Our client is renowned for providing first class training & support and as a result have minimal staff turnover - you will be supported for all market exams and they actively encourage progression within the business.
Our client is offering a competitive basic salary to £43,000 + bonus and company benefits.