Our client, an established IFA company, is dedicated to providing exceptional financial planning and advisory services to its clients. With a culture centered around expertise, integrity, and client satisfaction, the company offers a supportive and collaborative environment. Employees are encouraged to grow and develop their skills while making a meaningful impact on the financial well-being of individuals and families.
Paraplanner, salary up to £48,000
We are seeking a dedicated Paraplanner to join our client's team. The successful candidate will play a pivotal role in supporting the financial advisors by conducting in-depth research, preparing comprehensive reports, and ensuring the smooth implementation of financial plans. This position offers an exciting opportunity to contribute to the company's mission of delivering top-tier financial advisory services.
- *Key Responsibilities:**
- Conduct thorough research on investment products, pension schemes, and other financial instruments.
- Prepare accurate and detailed financial reports, including cash flow analysis and risk assessment.
- Assist in the development of financial plans based on clients' goals and objectives.
- Liaise with financial advisors and clients to gather necessary information and clarify requirements.
- Ensure compliance with industry regulations and company standards in all financial planning activities.
- *Qualifications and Skills:**
- Demonstrable experience as a Paraplanner within a financial advisory firm.
- Proficiency in conducting financial research and utilising financial planning software.
- Strong knowledge of investment products, tax planning, and retirement strategies.
- Excellent communication skills with the ability to establish rapport with clients and team members. -
- A diploma in financial planning or a related field is preferred. -
- Professional certifications such as the Diploma in Regulated Financial Planning (DipPFS) or Chartered Financial Planner status would be advantageous.
If you are a dedicated and detail-oriented Paraplanner looking to contribute to a dynamic and client-focused financial advisory firm, we encourage you to apply for this exciting opportunity. Our client is an equal-opportunity employer and welcomes applications from candidates of all backgrounds. We offer a competitive salary, a supportive work environment, and opportunities for professional growth and development.