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Are you a meticulous and proactive Senior paraplanner looking to take the next step in your career? Join this dynamic team and play a crucial role in supporting financial advisors to provide exceptional service to our clients.
About the Role
As a Senior paraplanner, you will be responsible for conducting research, preparing financial reports, and assisting in the creation of tailored financial plans for clients. Your expertise will help ensure compliance with industry regulations while delivering a seamless and efficient service.
Key Responsibilities
- Conducting research on financial products and market trends
- Preparing suitability reports and financial recommendations
- Assisting financial advisors with client meetings and presentation materials
- Ensuring compliance with industry regulations and company policies
- Maintaining accurate client records and documentation
About You
- Proven experience in a paraplanning role within a financial services firm
- Strong knowledge of pensions, investments, and tax planning
- Excellent analytical and report-writing skills
- Proficiency in financial planning software
- Detail-oriented with outstanding communication skills
- Working towards Chartered status
Benefits
- Competitive salary and bonus opportunities
- Flexible working arrangements
- Career development and training support
- Collaborative and inclusive work environment
If you're ready to elevate your career in financial services, we’d love to hear from you! Apply today and become an integral part of the team.
Contact Ursula at Financial Divisions
