This role offers the opportunity to join a great team, work in lovely offices, and be part of a business that is expanding
Our client provides financial advice to individuals on a national scale. They are currently expanding due to a recent promotion within their team and require an experienced Paraplanner to join their team. This role offers the opportunity to join a great team, work in lovely offices, and be part of a business that is expanding, so opportunities to develop (should you wish to) are there.
Job Description:
1. To conduct in-depth research on various financial funds, products, and market conditions to identify suitable solutions for clients
2. Prepare clear and compliant financial reports that outline the recommendations made to clients by the financial adviser
3. Ensuring that all financial recommendations and plans meet regulatory requirements and the firm’s investment philosophy
4. Assisting financial advisers in reviewing a client’s financial situation and developing a comprehensive financial plan
5. Acting as a point of technical expertise for the financial adviser and answering technical queries from clients
For the Paraplanner role, it would be good to see candidates with the following:
6. A strong understanding of financial products, markets, and regulatory frameworks
7. Ideally, 2-3 years of experience as a Paraplanner
8. The ability to critically analyse data and complex information to form logical conclusions
9. Strong attention to detail: Meticulousness in reviewing documents and preparing detailed reports
10. Excellent communication, both written and verbal, to effectively convey complex information to financial advisers and potentially clients
11. Excellent problem-solving skills, a logical approach to resolving technical challenges, and providing effective solutions
12. Effective planning and organisation skills to manage workload and meet deadlines
Hours: 9:00 am – 5:00 pm
Salary: £26,000 – £32,000 Per Annum DOE
Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.