We’re looking for a meticulous and methodical Paraplanner to join a dynamic team and contribute to the delivery of high-quality financial strategies. As a Paraplanner you’ll work closely with a group of five financial consultants, supporting them in crafting tailored financial solutions and maintaining strong client relationships.
Paraplanner Responsibilities
* Partner with advisors to develop comprehensive financial strategies and investment summaries.
* Gather and interpret client financial details including earnings, expenditures, assets, debts, insurance policies, and investment portfolios.
* Build financial forecasts, retirement planning models, and protection assessments using tools such as Voyant.
* Research financial products and investment options to support advisor recommendations.
* Ensure all advice and documentation align with regulatory guidelines and internal compliance standards.
* Keep client profiles and planning data current within CRM and financial software systems.
* Assist with administrative tasks to ensure smooth advisor operations.
Skills & Experience
* Experience working in financial advisory or wealth management environments.
* Familiarity with a broad spectrum of financial products and services.
* Ability to map out the client advice process confidently.
* Strong analytical thinking and precision in handling data.
* Excellent communication skills, both written and spoken.
* Capable of managing multiple priorities and deadlines effectively.
Benefits
* Death in Service.
* Income Protection cover.
* Discretionary bonus.
* Pension plan.
Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy