ParaplannerWinchester
WerelookingforanexperiencedParaplannertojoinagrowingteaminWinchesterandplayakeyroleinsupportingagroupofhighlyqualifiedFinancialPlanningDirectors.
Thisisaclient-focusedrolewhereyoullbepreparingandwritinghigh-qualityadvice,supportingclientmeetings,andhelpingclientsachievetheirlong-termfinancialgoals.
Whatyoullbedoing:
* Preparingcashflowsandwrittenadvicetodeliverexcellentclientoutcomes
* SupportingFinancialPlanningDirectorsinclientmeetingsandreviews
* Conductingresearchanddraftingnotestoensureadviceistailoredandaccurate
* Workingcloselywithcolleaguestodeliverteamincomeobjectives
* Sharingbestpracticeandhelpingtoimproveprocessesandtools
* Keepingyourtechnicalknowledgeuptodateacrosspensions,tax,andestateplanning
Whatwerelookingfor:
* CIIDiplomainFinancialPlanning(essential);Charteredstatusdesirable
* Atleast23yearsparaplanningexperience
* StrongtechnicalknowledgeofUKtax,pensions,andestateplanning
* Excellentorganisationalskillsandattentiontodetail
Whatsonoffer:
* Hybridworkingandasupportive,developmentalenvironment
* Fullexamsupporttocontinueprogressingyourcareer
* Excellent benefits package including annual bonus, pension, sharesave
* Thechancetoworkalongsideacollaborativeteamoffinancialplannersandparaplanners
Ifyoureamotivatedparaplannerlookingforvariety,challenge,andcareerprogression,wedlovetohearfromyou.
JBRP1_UKTJ