Back to search
Are you a detail-oriented financial professional with a passion for supporting financial advisers? Do you thrive in an environment where precision and expertise are valued?
We're looking for an experienced Paraplanner to join a dynamic team. You’ll play a crucial role in preparing financial reports, conducting research, and ensuring our clients receive tailored solutions to meet their needs.
Key Responsibilities:
- Provide technical research and analysis to support financial advisers.
- Prepare client reports, recommendations, and cash flow forecasting.
- Ensure compliance with industry regulations and company policies.
- Liaise with product providers and assist with client queries.
- Maintain up-to-date knowledge of financial markets and regulations.
What We’re Looking For:
- Experience in paraplanning or financial planning support.
- Strong analytical and problem-solving skills.
- Knowledge of financial products, tax, pensions, and investments.
- Excellent communication and attention to detail.
- Relevant qualifications (e.g., Diploma in Financial Planning or working towards one).
What We Offer:
- A collaborative and supportive work environment.
- Career development opportunities and professional training.
- Competitive salary and benefits package.
If you're ready to advance your career and be part of a forward-thinking team, apply today!
Please contact Ursula at Financial Divisions
