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- Collaborate with financial advisors to gather client information and assess their financial needs and goals.
- Conduct in-depth research on investment products, market trends, and financial regulations.
- Prepare comprehensive financial reports, including cash flow analysis, investment portfolio summaries, and risk assessments.
- Assist in the development and implementation of tailored financial plans in line with client objectives and regulatory requirements.
- Generate accurate and compliant documentation to support client recommendations and proposals.
- Maintain up-to-date knowledge of industry regulations, compliance standards, and best practices.
- Level 4 Diploma in Regulated Financial Planning or equivalent
- Previous experience working as a Paraplanner within the financial services industry (Within either an IFA or Tied environment).
- Strong understanding of financial planning concepts and investment products.
- Proficiency in financial software and tools (e.g. cash flow modeling, research platforms).
- Excellent analytical skills with attention to detail.
- Ability to communicate complex financial information clearly and effectively.
- Competitive salary up to £45,000 per annum
- Hybrid working model combining remote and office-based work for a flexible schedule.
- Opportunities for career advancement and professional development.
- 4 x Death In Service
- AE Pension from day 1, 5% and 5% pension enhancement after 12 months.
- Private Medical Insurance
