Paraplanner
My client is involved in Financial services, Wealth management and Private office and are currently seeking an experienced Paraplanner working towards chartered or already chartered.
Key Responsibilities
- Assisting financial advisors in the research and analysis of financial plans.
- Preparing and maintaining client files and documentation.
- Developing comprehensive financial plans and strategies.
- Assisting in the implementation of financial plans.
- Preparing client review meetings and reports.
- Ensuring compliance with industry regulations and working practices.
Required Skills and Experience
- Proven experience as a Paraplanner min 2 years.
- Experience with Intelligent Office and FE Analytics
- Strong analytical skills and attention to detail.
- Excellent verbal and written communication skills.
- Ability to work independently and as part of a team.
- Knowledge of financial planning and risk assessment.
- Understanding of compliance regulations.
Qualifications
Level 4 diploma in Paraplanning
Certified Financial Planner (CFP) or related certification would be advantageous.
In Return:
Very competitive salary and benefits package.
True career path with many options