Paraplanner Role at a Leading Financial Services Firm Join a top-tier financial firm renowned for serving over 1000 clients, including families, pension funds, trusts, and charities.
Why Join? Be part of a team that values relationships, transparency, and trust. Over 50 years of collective industry expertise and immerse yourself in a comprehensive financial planning environment.
Key Responsibilities - Analysis: Conduct client needs assessments, develop cash flow models, and record data. - Solutions: Design financial plans covering investment, retirement, tax, and more. - Recommendations: Prepare reports, manage client files, and coordinate advice. - Reviews: Update models and conduct performance reviews. - Client Relationships: Address client needs via phone, email, and meetings. - Coordination: Work with the Financial Planning team to prepare applications and forms. - Partners: Collaborate with solicitors and accountants for action plans.
Requirements - Chartered Financial Planner status preferred or a willingness to obtain it. - Minimum Diploma in Financial Planning. - At least four years of industry experience. - Strong administrative, research, and communication skills.
Benefits Competitive salary (salary will reflect experience and qualifications, neg), PMI. Pension, 25 Days Holiday + BH, Hybrid, Discretionary bonus, EA, Flex bens. Be part of a team where your skills and dedication are valued and rewarded. TPBN1_UKTJ