ParaplannerWinchester
WerelookingforanexperiencedParaplannertojoinagrowingteaminWinchesterandplayakeyroleinsupportingagroupofhighlyqualifiedFinancialPlanningDirectors.
Thisisaclient-focusedrolewhereyoullbepreparingandwritinghigh-qualityadvice,supportingclientmeetings,andhelpingclientsachievetheirlong-termfinancialgoals.
Whatyoullbedoing:
* Preparingcashflowsandwrittenadvicetodeliverexcellentclientoutcomes
* SupportingFinancialPlanningDirectorsinclientmeetingsandreviews
* Conductingresearchanddraftingnotestoensureadviceistailoredandaccurate
* Workingcloselywithcolleaguestodeliverteamincomeobjectives
* Sharingbestpracticeandhelpingtoimproveprocessesandtools
* Keepingyourtechnicalknowledgeuptodateacrosspensions,tax,andestateplanning
Whatwerelookingfor:
* CIIDiplomainFinancialPlanning(essential);Charteredstatusdesirable
* Atleast23yearsparaplanningexperience
* StrongtechnicalknowledgeofUKtax,pensions,andestateplanning
* Excellentorganisationalskillsandattentiontodetail
Whatsonoffer:
1. Hybridworkingandasupportive,developmentalenvironment
2. Fullexamsupporttocontinueprogressingyourcareer
3. Thechancetoworkalongsideacollaborati...