Paraplanner

Job Summary:

We are seeking an experienced Paraplanner to join our team in Essex. The ideal candidate will play a critical role in supporting our financial planners, contributing to the delivery of high-quality financial advice to our clients. This role offers a hybrid working arrangement, allowing you to work flexibly between our office and home.

Key Responsibilities:

• Prepare detailed and accurate financial reports to support the recommendations made by our financial planners.
• Conduct comprehensive research and analysis on various financial products, including pensions, investments, and insurance.
• Liaise with financial planners and clients to gather necessary information and clarify requirements.
• Review and check the work of other paraplanners and support staff to ensure accuracy and compliance with regulatory standards.
• Assist in the preparation and maintenance of client files, ensuring all documentation is complete and up to date.
• Support the continuous improvement of our processes and services by providing constructive feedback and suggestions.
• Stay updated with changes in financial regulations and industry developments to ensure compliance and enhance service delivery.

Qualifications and Experience:

• At least 2 years of experience in report writing within the financial services industry.
• Proven track record in a paraplanning role, with a strong understanding of financial products and services.
• Excellent attention to detail and a high standard of written and verbal communication.
• Proficiency in using financial planning software and Microsoft Office applications.
• Level 4 Diploma in Financial Planning is desirable but not essential.
• Strong analytical and research skills with the ability to interpret complex information and data.
• Ability to work independently and as part of a team, managing multiple tasks and deadlines effectively.

Personal Attributes:

• Self-motivated with a proactive approach to work.
• Strong organizational skills with the ability to prioritize tasks efficiently.
• Professional and personable demeanor, with the ability to build strong relationships with colleagues and clients.
• Commitment to maintaining high standards of confidentiality and integrity.