Paraplanner

An experienced and qualified Paraplanner is required for an award-winning Wealth Manager.

The Company:

A dynamic and forward-thinking financial advisory firm where innovation meets exceptional client service. It provides tailored financial solutions that empower its clients to achieve their financial goals. As they continue to grow, they are seeking a skilled and motivated Paraplanner to support its team of advisors.

The Paraplanner Role:

As a Paraplanner, you will play a crucial role in delivering high-quality financial planning services.

Your primary responsibilities will include:

• Preparing comprehensive financial reports and detailed client recommendations.
• Conducting in-depth research and analysis of financial products.
• Supporting financial advisors in creating and implementing client financial plans.
• Ensuring compliance with regulatory requirements and company policies.
• Maintaining accurate client records and documentation.

Paraplanner Key Responsibilities:

• Collaborate with advisors to gather client information and understand their financial objectives.
• Analyse and assess clients' financial situations, including cash flow, investments, retirement planning, and risk management.
• Prepare suitability reports and presentation materials for client meetings.
• Stay updated on industry trends, product developments, and regulatory changes.
• Assist with the management of client relationships, providing excellent service and prompt responses to client inquiries.

Paraplanner Requirements:

• Diploma in Financial Planning (DipPFS) or equivalent qualification.
• Proven experience in a paraplanning role within a financial advisory firm.
• Strong knowledge of financial products, investment strategies, and financial planning principles.
• Proficient in financial planning software and MS Office suite.
• Excellent analytical, organisational, and communication skills.
• Detail-oriented with a high level of accuracy.

What's On Offer:

• Competitive salary and performance-based bonuses.
• Professional development opportunities and support for further qualifications.
• A collaborative and supportive work environment.
• Flexible working arrangements and a commitment to work-life balance.
• Comprehensive benefits package, including pension scheme and health insurance.

How to Apply:

If you are a dedicated Paraplanner looking to take the next step in your career, we would love to hear from you. Please submit your CV and a cover letter detailing your experience and suitability for the role.

Apply now to join the team and make a meaningful impact in the world of financial planning!