Paraplanner
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Company Description
Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals. With a commitment to excellence and client-centric service, our client supports long-term wealth building and preservation. The firm fosters a culture of collaboration, innovation, and trust within an ever-evolving financial landscape.
Role Description
This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financial plans. Additional responsibilities include conducting investment research, preparing financial planning documents, and ensuring compliance with relevant regulations. The chosen candidate will also be responsible for meeting Business Development Managers and helping the company build and evolve their investment processes.
Qualifications:
* Strong expertise in Financial Planning and profound knowledge of Finance and Investments.
* Proven analytical skills to evaluate complex financial data and create strategic recommendations.
* Proficiency in report writing with attention to detail and clarity.
* Relevant qualifications such as a Diploma in Financial Planning or progress toward financial certifications.
* Strong organizational and time management skills.
* Excellent written and verbal communication skills. xxuwjjq
* Proficiency in financial software and tools is advantageous.