Back to search
Our client, a Leading City Institution renowned for delivering high-quality advice and exceptional service, is recruiting an experienced diploma qualified Paraplanner to bolster their ranks. With a sterling reputation built on professionalism and a commitment to excellence, our client is dedicated to delivering outstanding client outcomes while upholding the highest standards and ethics across all facets of the company.
As a Paraplanner, you'll collaborate closely with the Financial Planner and the Client Support Team to ensure an exceptional client experience throughout the advice and review process. Your responsibilities will include drafting clear, concise, and effective advice encompassing all relevant client issues and offering firm conclusions and recommendations. You'll also be responsible for delivering high-quality advice and service to clients, accompanying the Financial Planner to client meetings, conducting necessary research, and collaborating with stakeholders to achieve income objectives. Additionally, you'll proactively engage with the Paraplanning Manager and team members to share best practices and ideas within the team.
We're seeking candidates with proven experience in a Paraplanner or similar role within the financial services industry. Strong communication skills, organisational abilities, attention to detail, and proficiency in research and financial analysis are essential. If you're a dedicated professional committed to delivering exceptional client service and upholding ethical standards, and you're looking to contribute to a forward-thinking wealth management firm committed to responsible investment practices, we invite you to apply for this role and join us in shaping the future of wealth management.
To discuss this Paraplanner role further, please contact Joanna at FD.
