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Our client a reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a supportive and collaborative environment.
Key Responsibilities:
- Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
- Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
- Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.
- Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
- Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
- Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.
- Industry Knowledge: Stay informed about industry trends, regulatory changes, and new financial products.
- Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.
Knowledge & Experience:
- Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service.
- Proficiency in writing complex reports and conducting detailed case assessments.
- Ability to analyse information, identify key insights, and make well-supported recommendations.
- Commitment to continuous learning, with a proactive approach to developing and applying new skills.
- In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations.
The ideal candidate will have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement.
In Return, We Offer:
- • Competitive salary
- • Opportunities for professional growth within a supportive and forward-thinking team.
- • 25 days of annual leave, plus bank holidays.
- • Workplace pension plan.
- • Flexible working options to promote work-life balance.
- • Free on-site parking.
This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well- regarded and supportive financial planning firm. If you’re dedicated, knowledgeable, and eager to make an impact, we’d love to hear from you.
