Direct Response Employment Services are recruiting for a Technical Paraplanner to join our clients team on a permanent basis. Our client is a highly personalised Wealth Management company specialising in expert financial planning advice for business owners, and private clients.
As a Paraplanner you will work closely with our financial advisors to provide exceptional support in developing comprehensive financial plans for our diverse clientele. Your attention to detail, strong analytical skills, and ability to communicate effectively will be invaluable as you assist in gathering, analysing, and organising client information.
On Offer:
* Assist financial advisors in developing detailed financial plans for clients.
* Gather and analyse financial data from clients to inform planning decisions.
* Prepare reports and documentation necessary for client meetings.
* Conduct research on investment products, insurance policies, and tax strategies.
* Maintain accurate and organised client files and records for compliance purposes.
* Coordinate and schedule client meetings to discuss financial plan progress.
* Continuously update and refine financial plans as clients’ needs and circumstances change.
What we are looking for:
* Chartered status or working towards this.
* 5 years experience within a technical paraplanner role.
* Excellent written and verbal communication abilities.
* Excellent IT skills.
On Offer:
* Salary: £40,000 - £50,000 depending on experience (Plus discretionary bonus)
* 23 days holiday plus bank holiday, increasing with length on service.
* Group Life Cover
* Group income protection
* Wellness programmes
* Paid Sick leave
* Ongoing support and training
Please note this role offers a 50% split of home working and office working once full induction is completed.
If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat