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Paraplanner Wanted
Are you a detail-oriented professional with a passion for financial planning? An established and expanding IFA firm are seeking a dedicated Paraplanner to join their dynamic team. This role is predominantly office based.
Key Responsibilities:
- Assist financial planners in preparing and implementing client financial plans.
- Conduct detailed research and analysis on investment opportunities.
- Prepare comprehensive reports and documentation for client meetings.
- Ensure compliance with industry regulations and company policies.
Requirements:
- Ideally at least 2 years proven experience within a Paraplanning role
- Practical Intelligent Office (IO) usage experience
- Strong knowledge of financial platforms and software.
- Dip PFS qualified
- Excellent analytical and problem-solving skills.
- High attention to detail and accuracy.
- Strong communication and interpersonal skills.
What We Offer:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A supportive and collaborative work environment.
If you have the expertise in Paraplanning coupled with IO and platform experience and are looking to advance your career in financial planning, we would love to hear from you!
Apply Now!
