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Paraplanner - Market Harborough, Market Harborough
Job Details:
Client:
Location:
Market Harborough, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
87b541f0927f
Job Views:
3
Posted:
02.05.2025
Expiry Date:
16.06.2025
Job Description:
Paraplanner - Market Harborough
We are seeking an experienced Paraplanner for our client near Market Harborough to join their expanding team. You will work within a dynamic wealth management firm that provides holistic financial advice to clients globally.
Responsibilities:
* Collaborate with product providers to gather information and process transactions
* Prepare client recommendations alongside advisers and draft suitability reports
* Respond promptly and professionally to client inquiries via phone and email
* Organize client meetings, draft agendas, prepare presentation materials, and follow up on action items
* Create review documents, including bespoke illustrations and valuations
* Analyze investments, assess performance and costs
* Ensure all financial plans and recommendations comply with industry regulations and internal policies
Experience & Qualifications:
* Minimum 2 years experience as a paraplanner or in a financial advisory environment
* Experience with St James's Place desirable
* Proficiency in Microsoft Office Suite (Outlook, Word, Excel)
* Strong communication skills with clients and third-party providers
* Excellent attention to detail, organization, and time management skills
* Open to feedback for professional growth
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