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Are you an analytical thinker with a passion for financial planning? My client is looking for a detail-oriented and motivated Paraplanner to join our dynamic team.
About Company
They pride themselves on delivering expert financial advice with integrity and professionalism. The team is dedicated to helping clients achieve their financial goals through tailored solutions and strategic planning.
The Role
As a Paraplanner, you’ll be the backbone of the advisory process, supporting financial planners with research, analysis, and reporting. Your role will involve:
- Conducting in-depth financial research to support client recommendations
- Preparing detailed reports and suitability letters
- Analysing investment portfolios and financial products
- Ensuring compliance with regulatory requirements
- Collaborating closely with advisers to provide outstanding client service
What We’re Looking For
We value precision, problem-solving, and dedication. To thrive in this role, you should have:
- Experience in financial planning or paraplanning
- Strong knowledge of investment, pensions, and financial products
- Excellent analytical and communication skills
- Proficiency in financial planning software
- A diploma in financial planning or working towards Chartered status
Why Join?
- Competitive salary and benefits package
- Career progression opportunities and support with professional qualifications
- A collaborative and supportive work environment
- The chance to make a meaningful impact on clients' financial futures
If you’re ready to take the next step in your paraplanning career, we’d love to hear from you! Apply today and become part of their success story!
Contact: Ursula Sloan at Financial Divisions
