Paraplanner
- Job Type: Paraplanner
- Location: Horley
- Salary: £45,000 to £50,000
- Hybrid: Yes, once fully trained
Are you a fully qualified Paraplanner with a talent for meticulous financial planning and a passion for client success? We are seeking a dedicated professional to manage their own allocated bank of clients, working in tandem with our team of expert advisers. This is your chance to take ownership of your role and make a significant impact within our dynamic financial advisory team.
Day to Day of the Role:
- Act as the primary point of contact for your own bank of clients, providing exceptional service and building strong relationships.
- Collaborate with financial advisers to develop comprehensive financial plans tailored to each client's unique needs and goals.
- Conduct thorough research and analysis to support financial recommendations and strategies.
- Prepare and review financial documents, reports, and summaries to ensure accuracy and compliance.
- Attend client meetings alongside advisers, contributing to discussions and providing technical support.
- Stay abreast of changes in financial regulations and legislation to provide up-to-date advice and adapt strategies accordingly.
- Ensure a seamless client experience by managing administrative tasks and client communications efficiently.
Required Skills & Qualifications:
- Proven experience as a Paraplanner, with a track record of managing client relationships.
- Strong understanding of financial products, services, and regulations.
- Excellent analytical and research skills, with attention to detail.
- Proficient in financial planning software and tools.
- Effective communication and interpersonal skills, capable of explaining complex information clearly and concisely.
- Relevant financial qualifications (e.g., Diploma in Financial Planning) are highly desirable.
- Travel to other office when required
Benefits:
- Competitive salary with performance-based incentives.
- Opportunities for professional development and career progression.
- Supportive team environment where your contributions are valued.
- Autonomy to manage your client bank with the backing of experienced advisers.
If you are a proactive and client-focused Paraplanner looking for an opportunity to excel and grow, we would love to hear from you.