We are on the hunt for a Paraplanner to join a team of Financial Advisers. This is an incredible opportunity to work within a dynamic firm that prides itself on delivering bespoke financial advice and planning services.
What’s on Offer:
* Competitive Salary: Attractive package commensurate with your experience and expertise.
* Professional Growth: Clear pathways for career advancement and professional development.
* Collaborative Culture: A supportive team environment where your contributions are truly valued.
Your Role:
* Completing research on new business cases, discussing the results with advisers and constructing an agreed recommendation
* Obtaining illustrations and relevant application forms
* Performing detailed research on various financial products, including investment packages, pension schemes, insurance plans, and more
* Review the continued suitability of existing clients products, providers and underlying investments.
* Construct recommendations to realign existing clients portfolio swith their objectives.
* Field technical queries from advisers and administrators
We’re Looking For:
1. Detail-Oriented: A meticulous approach to complex financial data.
2. Proactive: The ability to anticipate needs and deliver solutions.
3. Qualified: Relevant financial qualifications (Level 4 Diploma preferred).
4. Experience constructing Su...