Exciting Opportunity for Experienced Paraplanners!
Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Join our client's dynamic team and be part of a leading financial services firm that values innovation and excellence in personalised financial planning.
Salary for the paraplanning role is up to £55,000 with hybrid working
About the Company
Our client is a top-tier financial services firm specialising in personalized financial planning solutions. They are committed to helping clients achieve their financial goals through tailored advice and support.
Role Overview
As a Paraplanner, you will support financial planners by analysing client needs, conducting research, and preparing compliant financial recommendations.
Key Responsibilities
- Support Financial Planners: Assist with non-client facing tasks, including preparation and administration of recommendations.
- Analyze Client Needs: Review client information to understand profiles and objectives.
- Conduct Research: Gather necessary documentation and perform relevant research.
- Create Financial Plans: Develop accurate, compliant financial plans.
- Ensure Compliance: Maintain proper documentation for compliance and suitability.
- Cashflow Modelling: Prepare lifetime cashflow models.
- Handle Client Queries: Address client inquiries as needed.
- Team Collaboration: Work closely with financial planners and support staff.
Requirements
- Strong communication skills
- Team player with excellent interpersonal abilities
- Organizational, analytical, and problem-solving skills
- Attention to detail
- Proficient in financial planning software and IT tools
- Ethical standards and commitment to professional development
Qualifications
- Knowledge of financial products, including pensions, investments, and tax planning
- Understanding of UK financial regulations
- Minimum two years of paraplanning experience
- Level 4 Diploma in Financial Planning
Benefits
- Competitive salary and benefits package
- Ongoing professional development
- Supportive work environment
- Opportunity to make a significant impact
- Hybrid working model (60/40)
If you are ready to advance your career in financial services, apply now to join our client's dedicated team of professionals and make a real difference!