An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning firm, working closely alongside a Chartered Financial Planner within a supportive and collaborative environment.
This role would suit someone who enjoys working within a small team and is looking to grow with an expanding business. This would suit candidates looking to progress into a Financial Adviser role, later on in their career.
Key Responsibilities
* Producing suitability reports and financial review
* Conducting research and due diligence on products and providers
* Providing technical support to the wider team
* Attending client meetings where required
* Keeping up to date with industry and regulatory change
* Supporting the financial planning process from research through to recommendation
Skills & Experience Requirements
* Previous experience in a Paraplanning or similar role
* Experience producing suitability reports and recommendation letters
* Strong knowledge of pensions and investments
* Excellent communication and organisational skills
* Level 4 Diploma preferred, although qualified by experience candidates will also be considered
* Ability to manage workloads effectively and meet deadlines
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