Exciting Opportunity for Experienced Paraplanners!
Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Join our client’s dynamic team and be part of a leading financial services firm that values innovation and excellence in personalised financial planning.
Salary for the paraplanning role is up to £55,000 with hybrid working 
About the Company
Our client is a top-tier financial services firm specialising in personalized financial planning solutions. They are committed to helping clients achieve their financial goals through tailored advice and support.
Role Overview
As a Paraplanner, you will support financial planners by analysing client needs, conducting research, and preparing compliant financial recommendations.
Key Responsibilities
*Support Financial Planners: Assist with non-client facing tasks, including preparation and administration of recommendations.
*Analyse Client Needs: Review client information to understand profiles and objectives.
*Conduct Research: Gather necessary documentation and perform relevant research.
*Create Financial Plans: Develop accurate, compliant financial plans.
*Ensure Compliance: Maintain proper documentation for compliance and suitability.
*Cashflow Modelling: Prepare lifetime cashflow models.
*Handle Client Queries: Address client inquiries as needed.
*Team Collaboration: Work closely with financial planners and support staff.
Requirements
*Strong communication skills
*Team player with excellent interpersonal abilities
*Organizational, analytical, and problem-solving skills
*Attention to detail
*Proficient in financial planning software and IT tools
*Ethical standards and commitment to professional development
Qualifications
*Knowledge of financial products, including pensions, investments, and tax planning
*Understanding of UK financial regulations
*Minimum two years of paraplanning experience
*Level 4 Diploma in Financial Planning
Benefits
*Competitive salary and benefits package
*Ongoing professional development
*Supportive work environment
*Opportunity to make a significant impact
*Hybrid working model (60/40)
If you are ready to advance your career in financial services, apply now to join our client’s dedicated team of professionals and make a real difference!