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Paraplanner - Market Harborough, Market Harborough
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Client:
Location:
Market Harborough, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
87b541f0927f
Job Views:
17
Posted:
17.06.2025
Expiry Date:
01.08.2025
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Job Description:
Paraplanner - Market Harborough
We are looking for an experienced Paraplanner for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.
Responsibilities:
* Working closely with product providers to obtain information and process business
* Preparing recommendations for clients alongside advisers and writing suitability reports
* Answering client enquiries via telephone and email, resolving these in a professional and timely manner
* Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
* Preparing review documents for clients including bespoke illustrations and valuations
* Conducting detailed analysis of investments, assessing performance and cost
* Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
Experience & Qualifications:
* At least 2 years experience working as a paraplanner or within a financial advisory firm
* Previous St James's Place experience would be strongly advantageous
* Intermediate level Microsoft Suite – Outlook, Office, Word and Excel
* Confident communicating with clients and 3rd party providers
* Excellent attention to detail, organisational, and time management skills
* Open to receiving candid feedback in order to enhance your progression
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