Overview
Financial Planning Consultant BSc (Hons) DipFA
Are you a detail-driven financial professional with a passion for precision and planning? Join our dynamic team as a Paraplanner, where your expertise will directly support our mission to deliver exceptional financial advice and client service.
What You'll Do
* Collaborate with Financial Advisers to craft tailored financial plans and suitability reports
* Conduct in-depth research on pensions, investments, and protection products
* Prepare pre-completed forms and reports for client meetings
* Act as a technical resource for the team, supporting complex queries
* Contribute to continuous improvement and mentoring within the paraplanning team
What We're Looking For
* Level 4 Diploma in Financial Planning (or working towards it)
* Paraplanning experience
* Strong analytical and report-writing skills
* Proficiency in financial planning software and platforms
* A proactive mindset and collaborative spirit
Why Join Us?
* Supportive, growth-focused environment
* Opportunities for professional development and advancement
* A client-first culture with a reputation for excellence
* Flexible working arrangements and a strong team ethos
Apply by emailing CV to info@almfinancial.co.uk
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance and Sales
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