Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning? Look no further! We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.
The salary range for a Qualified Paraplanner is up to £58,000 + Benefits and Hybrid working.
Be part of an Award-winning Chartered Financial Planning firm, a rapidly growing national Independent Financial Advice powerhouse that is a Values-driven partnership with a focus on client-centric bespoke financial plans.
The team are commitment to employee development, offering technical advancement and qualification sponsorship.
Responsibilities:
* As a Paraplanner, you will play a crucial role in supporting an Adviser, collaborating with the wider team to ensure our clients receive quality advice and support.
* Conducting extensive research and providing technical assessments and reports
* Creating lifetime cashflow models and comprehensive financial plans
* Providing strong technical advice and guidance to Advisers
* Engaging professionally with well-informed clients
* Acting as a mentor for junior team members
* Keeping up-to-date with market changes, compliance, and legislative considerations
Key Requirements:
1. Level 4...