Working with a leading financial advisory firm based in Uxbridge, we are seeking a highly motivated and detail-oriented Paraplanner to join their dynamic team. This is a great opportunity for either a career paraplanner or someone looking to develop further within the role
Key Responsibilities:
- Maintaining client records, data gathering and relevant research.
- Utilise industry software to support in providing services to clients.
- Prepare recommendations and produce suitability reports and any associated documentation, in line with company policy, for approval by the Financial Adviser.
- Completion of documentation ready for clients to check and sign and submission of applications as appropriate.
- Building and checking new business files to ensure all documentation is correct and in place, and that all files are compliant in line with Industry and Company standards.
- Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
- Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives.
- Tax calculations where necessary.
- Where necessary, liaise with product providers and other third parties to acquire additional information that may be required.
Requirements:
- Minimum of 2 years of experience in a paraplanning role within a financial services environment.
- Professional qualifications such as the Diploma in Financial Planning (DipPFS).
- Strong knowledge of financial products, investment strategies, and regulatory requirements.
- Excellent analytical skills with a keen eye for detail.
- Proficiency in financial planning software and MS Office Suite.
- Exceptional communication and interpersonal skills.
- Ability to work independently and as part of a team, managing multiple tasks effectively.
What We Offer:
- A competitive salary, reflecting your experience and qualifications.
- A supportive and collaborative working environment.
- Opportunities for professional development and career progression.
- Comprehensive benefits package
How to Apply:
If you are a dedicated and enthusiastic Paraplanner looking to advance your career in a dynamic and supportive environment, we would love to hear from you. Please submit your CV via the link and we will contact you if you have been successfully shortlisted.