Your New Company
An exciting opportunity awaits within a growing firm of Independent Financial Advisers. We are seeking a skilled Paraplanner to join our dedicated and professional team. You will work alongside experienced paraplanners and receive support from a knowledgeable administrative team, allowing you to focus on delivering exceptional client recommendations.
Your New Role
As a Paraplanner, you will collaborate closely with financial advisers to create customized solutions that effectively meet client needs. Your responsibilities will include conducting thorough research, compiling financial analysis data, and drafting detailed financial planning recommendation reports, including cash flow planning. You'll also have the chance to join advisers in client meetings and engage in the client review process, while ensuring compliance with all regulatory requirements.
What You'll Need to Succeed
Proven experience in a Paraplanner role is essential, along with strong technical knowledge across the spectrum of financial planning and experience with back-office systems. A minimum Level 4 Diploma is required, with progression towards Chartered status being desirable.
What You'll Get in Return
In addition to a competitive salary that reflects your experience and qualifications, we offer a robust benefits package and flexible working hours to promote a healthy work-life balance.
What You Need to Do Now
If you are enthusiastic about this opportunity, please apply now by submitting an up-to-date CV. If this role does not quite match what you're looking for but you're exploring new positions, feel free to contact us for a confidential career discussion.
Desired Skills and Experience
Paraplanner, Senior Paraplanner, Chartered Paraplanner, Technical Paraplanner.
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