Paraplanner Job Description
A paraplanner plays a crucial role in delivering high-quality, compliant financial planning support to clients. The ideal candidate will work closely with financial advisers and the wider team to prepare detailed suitability reports, conduct research, and ensure the smooth delivery of advice.
* Key Responsibilities:
* Produce accurate and compliant suitability reports across a range of advice areas.
* Conduct in-depth research and analysis to support financial planning recommendations.
* Liaise closely with Advisers, clients, and providers to ensure a seamless service.
* Maintain up-to-date knowledge of financial products, legislation, and industry best practices.
* Contribute to the ongoing development and improvement of internal processes.
Job Requirements
* Requirements:
* Prior experience working as a Paraplanner within a financial planning or wealth management environment is essential.
* A Level 4 Diploma qualification (or close to completion) is required.
* Strong technical knowledge across pensions, investments, and protection is necessary.
* Excellent written and verbal communication skills are essential for effective collaboration and client liaison.
* A collaborative team player with great attention to detail is required.
Benefits and Opportunities
* Benefits:
* This is an excellent opportunity to advance your career in a dynamic and professional environment.
* The firm offers a strong package of benefits, including life assurance, private medical insurance, and a comprehensive pension scheme.
* Fully supported towards professional qualifications, you will have the chance to develop your skills and expertise in a supportive and forward-thinking business.
* A hybrid working arrangement allows for flexibility between office and remote work, promoting work-life balance and productivity.
About the Role
This is an exciting opportunity to become part of a well-established and respected organization that values long-term progression and employee growth. If you're a skilled Paraplanner looking for a new challenge, this could be the ideal position for you.