We are representing a leading financial services firm in Hampshire who are dedicated to delivering exceptional wealth management solutions. Committed to fostering professional growth, our client offers an exciting opportunity for a Diploma-qualified Technical Paraplanner to join their team. This role presents a unique chance for career progression as the company expands its operations.
Position Overview:
As a Technical Paraplanner, you will play a pivotal role in the financial planning process. Your responsibilities will include crafting detailed financial strategies and collaborating closely with advisors to ensure the delivery of high-quality service to clients. This position offers promising career advancement prospects within a dynamic and growing organization.
Responsibilities:
* Utilise your technical expertise to support the development of financial plans and investment strategies.
* Conduct thorough research and analysis to provide accurate and effective recommendations.
* Collaborate closely with advisors to understand client needs and objectives.
* Prepare comprehensive reports and documentation for client meetings.
* Stay informed about industry regulations and best practices to maintain compliance and deliver quality service.
Requirements:
1. Diploma qualification in financial planning or related field.
2. Previous experience in a paraplanning role...