Company Description
At Headway Wealth, our goal is to help individuals reach their full financial potential by offering independent, unbiased financial advice. We cater to clients in the UK and worldwide, crafting personalised financial plans tailored to current and future needs. Our services include wealth growth, pension building, tax management, property financing, risk protection, retirement planning, and wealth transfer. Headway Wealth is committed to guiding clients through every step of their financial journey.
Role Description
This is a full-time hybrid role located in Durham, with some work from home acceptable, for a Paraplanner/Administrator at Headway Wealth. The individual will be responsible for supporting financial planners, conducting research, preparing client reports, and managing client relations. Day-to-day tasks include financial analysis, investment research, developing financial plans, and ensuring compliance with regulatory requirements. The role involves meticulous data management and report writing.
Qualifications
* Financial Planning and Finance skills
* Strong Analytical Skills and experience in Investments
* Proficiency in Report Writing and documentation
* Excellent written and verbal communication skills
* Attention to detail and ability to work independently and in a team
* Bachelor's degree in Finance, Economics, or a related field
* Experience in the financial services industry is a plus