Are you an experienced paraplanner with a passion for financial planning and a knack for problem-solving? Do you want to work for a company that values your skills and offers you a competitive salary and benefits package? If so, my client might be the perfect fit for you.
They are a leading financial advisory firm, providing bespoke solutions to their clients and are looking for a paraplanner to work closely with the financial advisers and other colleagues. As a paraplanner, you will be responsible for:
- Researching and analysing products and providers for clients, ensuring they meet their needs and goals
- Preparing and maintaining client records and suitability reports in line with company policy and regulatory standards
- Reviewing contracts and terms from product providers and recommending suitable solutions to financial advisers
- Researching investment funds and ensuring they are aligned with clients’ risk profiles
- Undertaking annual reviews for existing clients and making appropriate recommendations
- Dealing with clients both on the phone and face to face, building rapport and trust
- Identifying opportunities to enhance best practice and quality of service
To be considered for this role, you will need:
- At least 2 years of experience as a paraplanner, with proven report writing skills
- Level 4 Diploma in Financial Planning or working towards it
- Excellent knowledge of key areas of financial planning, such as trusts, personal taxation, pension legislation, protection, and investment principles
- Attention to detail, with excellent written and verbal communication skills
- Strong professional interpersonal skills, in dealing with both IFA’s, colleagues and clients
In return you will receive a competitive salary, great benefits, a fabulous culture and enjoy flexible working with at least 1 day per week, Wednesdays, in the office.