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Are you an experienced Paraplanner looking for your next challenge? Our client is seeking a dedicated and detail-oriented professional to join their dynamic financial planning firm and play a pivotal role in delivering outstanding advice and support to their clients.
They are a forward-thinking financial planning firm known for their client-centric approach and commitment to excellence. They support a diverse client base with holistic financial advice and pride themselves on fostering a collaborative and supportive team environment.
Role & Responsibilities:
As an experienced paraplanner, you will work closely with their Financial Advisers to provide high-quality technical support, including:
- Preparing detailed and compliant suitability report
- Conducting thorough research and analysis on investment and pension products
- Assisting in the design of bespoke financial strategies
- Ensuring accurate and timely documentation
- Staying up to date with industry trends, legislation, and compliance
Do you have the following to apply?
- Proven experience as a paraplanner (minimum 3 years)
- Diploma qualified (DipPFS or equivalent), working toward Chartered status preferred
- Strong technical knowledge of pensions, investments, protection, and tax planning
- Excellent written and verbal communication skills
- High attention to detail and analytical thinking
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
