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Elevate Your Career in Financial Planning
Are you a detail-driven financial professional eager to support clients in achieving their financial goals? We're seeking a skilled Chartered Paraplanner to join a dynamic team and play a pivotal role in delivering top-tier financial planning services.
What You'll Do:
- Collaborate with financial advisors to craft tailored financial plans
- Conduct research on investment strategies and financial products
- Prepare detailed reports and recommendations for clients
- Ensure compliance with industry regulations and best practices
- Assist in maintaining client relationships with exceptional service
What We're Looking For:
- Experience in financial planning or paraplanning
- Strong analytical and problem-solving skills
- Knowledge of financial products, pensions, investment strategies, and tax planning
- Excellent communication and organizational abilities
- Relevant industry qualifications (e.g. Advanced Diploma in Financial Planning, CII certification, or equivalent)
Why Join Us?
- Competitive salary and benefits package
- Opportunity for career progression and professional development
- Supportive and collaborative team environment
- Exposure to high-quality financial planning expertise
If you're ready to advance your paraplanning career and contribute to a forward-thinking firm, we'd love to hear from you!
Apply today with your CV to Ursula Sloan at Financial Divisions
