Paraplanner

 

This award winning Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for an experienced paraplanner to join the team.

 

Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.

Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.

Conduct client reviews, research solutions and write reports making recommendations.

Deliver broad analysis of client tax positions and recommendations

Work with the paraplanning team, providing mentoring, development and appraisals. Help grow and develop the team.

Work as part of a collaborative office environment, making suggestions and recommendations.

 

Skills & Experience Required:
Experience working as a Paraplanner or in a similar financial planning support role.
Strong understanding of financial planning processes, products, and services.
Excellent written and verbal communication skills.
Attention to detail and a proactive approach to problem-solving.
Level 4 Diploma in Financial Planning (or equivalent).
A strong commitment to continuous learning and professional development.

 

Benefits:
Full benefits provided, Pension scheme, healthcare, flexible working, etc.
Opportunities for career progression.
Ongoing professional training and development support.