Job Overview
We are seeking a detail-oriented and proactive Paraplanner to join our team. The ideal candidate will play a crucial role in supporting financial planners by preparing comprehensive reports and conducting thorough analyses. This position requires strong organisational skills, effective communication abilities, and a solid understanding of financial services. The Paraplanner will be instrumental in ensuring that clients receive exceptional service and tailored financial solutions.
Duties
* Prepare detailed reports for financial planners, ensuring accuracy and compliance with regulatory standards.
* Conduct analysis of client financial situations, including investments, savings, and liabilities.
* Assist in the development of financial plans by gathering necessary information from clients and other sources.
* Maintain up-to-date knowledge of financial services products and market trends to provide informed recommendations.
* Communicate effectively with clients to gather information, answer queries, and provide updates on their financial plans.
* Organise client files and documentation, ensuring all records are accurate and easily accessible.
* Utilise Microsoft Office applications (Word, Excel, Outlook) to create documents, manage schedules, and analyse data efficiently.
* Provide administrative support to the financial planning team as needed.
Requirements
* Proven experience in a paraplanning or similar role within the financial services sector is preferred.
* Strong report writing skills with the ability to present complex information clearly and concisely.
* Excellent analytical skills to assess client needs and develop appropriate solutions.
* Effective communication skills for interacting with clients and colleagues professionally.
* Solid understanding of financial planning principles and practices.
* Strong organisational skills with the ability to manage multiple tasks effectively.
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is essential.
* Previous customer service experience is advantageous.
* IT proficiency with an aptitude for learning new software applications quickly.
* Strong time management skills to meet deadlines consistently. We invite qualified candidates who are passionate about providing exceptional service in the financial sector to apply for this exciting opportunity as a Paraplanner.
Job Type: Full-time
Pay: £30,000.00-£40,000.00 per year
Benefits:
* Company pension
* Private medical insurance
* Sick pay
Work Location: In person