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Paraplanner
£42,000-£46,000 DOE
Shrewsbury-Office Based
BENEFITS
- 20 days holiday plus birthday day off and Christmas/New Year closure
- Holiday entitlement increases to 25 days over 5 years
- Auto-enrolment pension scheme
- Private Medical Insurance and Death in Service benefit after 12 months
- Staff bonus scheme of up to 20% of salary
- Study and exam support
- Opportunities for volunteering
Our client, an 'Independent' firm of Chartered Financial Planners now require a Paraplanner to join their team. This Paraplanner will be responsible for completing reports and conducting research to support one of their Advisers. They will work closely with the Adviser to understand client needs and ensure their satisfaction.
The ideal will be detail orientated, analytical and possesses excellent communication skills.
Responsiblities:
- Identify and obtain necessary information to compile financial cash flow forecasts.
- Manage research and analysis of financial products to meet client requirements.
- Organise and present technical data effectively.
- Assist with compliance-related issues.
- Research financial products to support recommendations.
- Prepare simple and complex financial planning reports and calculations.
- Build strong client relationships and provide professional support.
- Act as a liaison between the Adviser, providers, and clients to ensure a seamless advice journey.
- Maintain continuous professional development to meet regulatory and personal growth requirements.
- Ensure all business conducted adheres to internal and external legislative requirements
Skills and Experience:
- Level 4 Diploma or equivalent qualification with a minimum of two years’ experience as a Paraplanner.
- Strong knowledge and practical application of financial services.
- Proficiency in Microsoft Office Suite.
- Excellent verbal and written communication skills with keen attention to detail.
- Ability to compose professional and bespoke content for reports and client communications.
- Familiarity with financial tools such as Defaqto, FE Analytics, Selectapension, and CashCalc.
- Highly organised, self-motivated, and disciplined.
If this role seems like the role for you then apply online or for further information speak to one of our specialists consultants quoting reference NJR
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