We are seeking a skilled Paraplanner to join our dynamic financial planning team. The successful candidate will play a crucial role in supporting our financial advisors by providing comprehensive administrative and technical support.
This role is 2 days office based and 3 days home based.
Responsibilities:
- Assist in preparing financial reports and client reviews
- Conduct research on investment products and financial planning strategies
- Organise and maintain client files and documentation
- Communicate with clients to gather necessary information for financial plans
- Utilise Intelligent Office and FE analytics for document preparation and data analysis
- Provide excellent customer service to clients with professionalism and efficiency
- Support the financial planning team with various office tasks
- Demonstrate IT proficiency to navigate financial planning software
Requirements:
You will need to have previous experience working in a Paraplanning role / Junior paraplanner role.
Proficient in report writing and maintaining accurate records
Strong organisational skills with attention to detail
Proficiency in Microsoft Outlook, Word, Excel, and other relevant software
Knowledge of financial planning principles and practices
- Excellent communication skills to interact effectively with clients and team members
Good product knowledge along with the Diploma Level 4.
If you are a dedicated individual with a passion for finance, possess excellent IT skills, and thrive in a customer-focused environment, we invite you to apply for this exciting Paraplanner position.