About the Opportunity:
Are you a Diploma-qualified Paraplanner ready to advance your career? A prestigious financial advisory firm in Barnet is seeking a skilled Paraplanner to join their growing team. This role offers a unique opportunity to apply your expertise, work with industry-leading tools, and contribute to delivering tailored financial solutions.
Why This Role?
As a Paraplanner with this respected firm, you'll collaborate closely with Financial Advisers, playing a key role in crafting personalized financial plans. You'll utilize advanced tools like Voyant, FE Analytics, Salesforce, and Excel to perform detailed financial analysis, ensuring that clients receive top-tier advice. This position is ideal for a Paraplanner who is passionate about professional development and eager to take on more complex casework in a dynamic environment.
What They're Looking For:
The ideal candidate will be Diploma-qualified (DipPFS or equivalent) with proven experience in a Paraplanner role, particularly within a financial advisory setting. Proficiency in Voyant, FE Analytics, Salesforce, and Excel is essential, as is the ability to interpret and analyze complex financial data. Strong communication skills and attention to detail are crucial, along with a proactive attitude toward continuous learning.
What They Offer:
The firm offers a competitive salary, clear career progression opportunities, and support for further qualifications. You'll be joining a collaborative team where your contributions are highly valued, with an emphasis on both professional excellence and work-life balance.