Experienced Paraplanner

Join Our Team as a Paraplanner!

Are you a dedicated and detail-oriented Paraplanner looking for an exciting opportunity to support financial advisors? HW Global is collaborating with a leading financial services firm that values high-quality advice and client relationships. If you thrive on gathering insights and delivering thoughtful financial strategies, we want to hear from you!

Your Key Responsibilities:

• Draft comprehensive investment reports for both new and existing clients.
• Create pre-investment documentation to assist financial consultants in their recommendations.
• Conduct thorough research on market trends, products, and updates to ensure clients receive the most competitive advice.
• Collaborate closely with the administration team to provide technical insights as needed.
• Foster and maintain strong relationships with investment and insurance providers.
• Ensure compliance with FCA Conduct Rules and adhere to internal policies in all processes.

What We Are Looking For:

• You should be diploma-qualified or actively working towards Level 4 in Financial Planning.
• Experience in managing complex financial scenarios, including those involving vulnerable clients.
• A robust understanding of investment products, pensions, and protection solutions.
• Ability to convey technical details in a way that is accessible and client-friendly.

This is a full-time contract role that offers full remote work flexibility, reporting to a supportive Paraplanning Manager who values your contributions. Embrace the opportunity to make a positive impact!