We are currently seeking an experienced Paraplanner to work for a leading national financial planning firm dedicated to providing bespoke wealth management solutions to their clients. With a commitment to excellence and a client-centric approach, we strive to deliver comprehensive financial advice tailored to individual needs.
The Senior Para Planner will play a crucial role in supporting financial advisors by conducting in-depth research, analysis, and preparation of financial plans for our clients.
Responsibilities:
- Collaborate closely with financial advisors to gather client information and assess their financial goals and objectives.
- Conduct comprehensive research and analysis of investment products, tax strategies, and retirement planning options.
- Prepare detailed financial plans, including cash flow projections, retirement income analysis, and risk management strategies.
- Assist in the development of investment proposals and recommendations for clients.
- Stay updated on industry regulations, market trends, and best practices in financial planning.
- Mentor and provide guidance to junior para planners within the team.
- Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs.
Requirements:
The ideal candidate will have 4+ years of experience working within Financial Services, industry-relevant qualifications, along with strong market awareness. Excellent communication skills are essential, as you will be the first point of contact for any client queries.
Benefits:
In return, the firm offers the opportunity for a role in the firm's thriving financial services business, exposure to varied and challenging work, the opportunity to grow the business and be part of its success, and to progress and develop both personally and professionally with technical skills and industry qualifications.
This role is perfect for someone who thrives on turning complex financial data into actionable, client-friendly solutions.