Exciting Opportunity for Experienced Paraplanners!

Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Join our client’s dynamic team and be part of a leading financial services firm that values innovation and excellence in personalised financial planning.

Salary for the paraplanning role is up to £55,000 with hybrid working

About the Company

Our client is a top-tier financial services firm specialising in personalized financial planning solutions. They are committed to helping clients achieve their financial goals through tailored advice and support.

Role Overview

As a Paraplanner, you will support financial planners by analysing client needs, conducting research, and preparing compliant financial recommendations.

Key Responsibilities

Support Financial Planners: Assist with non-client facing tasks, including preparation and administration of recommendations.
Analyze Client Needs: Review client information to understand profiles and objectives.
Conduct Research: Gather necessary documentation and perform relevant research.
Create Financial Plans: Develop accurate, compliant financial plans.
Ensure Compliance: Maintain proper documentation for compliance and suitability.
Cashflow Modelling: Prepare lifetime cashflow models.
Handle Client Queries: Address client inquiries as needed.
Team Collaboration: Work closely with financial planners and support staff.

Requirements

Strong communication skills
Team player with excellent interpersonal abilities
Organizational, analytical, and problem-solving skills
Attention to detail
Proficient in financial planning software and IT tools
Ethical standards and commitment to professional development

Qualifications

Knowledge of financial products, including pensions, investments, and tax planning
Understanding of UK financial regulations
Minimum two years of paraplanning experience
Level 4 Diploma in Financial Planning

Benefits

Competitive salary and benefits package
Ongoing professional development
Supportive work environment
Opportunity to make a significant impact
Hybrid working model (60/40)

If you are ready to advance your career in financial services, apply now to join our client's dedicated team of professionals and make a real difference!

Senior Paraplanner