Paraplanner

Ortus PSR

Posted 15 days ago, valid for 14 days

Bracknell, Berkshire RG42 2HJ

£30,000 - £45,000 per annum

Full Time

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Sonic Summary

Salary: Up to £48,000
Experience Required: Demonstrable experience as a Paraplanner within a financial advisory firm
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:
- 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.

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.

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