Join one of the UKs top financial planning organisations renowned for delivering exceptional client-focused solutions. The business we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and dynamic work environment.
Role Overview: We are seeking a Paraplanner to join their growing technical team. In this role, you will play a pivotal part in handling complex cases, working closely with both clients and financial planners to deliver exceptional financial planning solutions. As a senior member of the paraplanning team, you will bring your expertise and experience to mentor junior team members and contribute to the overall success of the practice.
Key Responsibilities:
- Collaborate with financial planners to develop and implement comprehensive financial plans for high-net-worth clients.
- Conduct thorough research and analysis
- Prepare detailed financial reports, recommendations, and presentations for clients.
- Serve as a primary point of contact for clients, addressing inquiries and providing ongoing support.
- Review and ensure the accuracy of financial documentation and client files.
- Stay abreast of industry developments, regulatory changes, and best practices.
- Mentor and support junior paraplanners, fostering a culture of continuous learning and development.
Qualifications:
- Minimum of 2 years of experience in a paraplanning
- Strong knowledge of financial planning principles, investment strategies, and tax planning.
- Proficiency with financial planning software and tools.
- Excellent analytical, organisational, and communication skills.
- Relevant financial planning qualifications (e.g. Diploma in Financial Planning)
- Strong client relationship management skills and a commitment to providing exceptional service.
What We Offer:
- Competitive salary to £55,000 and strong benefits package
- Opportunities for professional development and career advancement
- A collaborative and supportive work environment
- Full exam support
- Hybrid working - 3 days in the office & 2 days working from home