A Paraplanner is required to provide comprehensive technical support to the Financial Planning team, ensuring high-quality service and advice for clients in the financial services sector.
Client Details
Our client is a well-established, small organisation specialising in financial services. They have a strong reputation in the industry for delivering tailored financial solutions to their clients.
Description
*Provide technical support to the Financial Planning team.
*Prepare and compile financial analysis data.
*Assist in the production of financial plans and reviews for clients.
*Ensure all compliance paperwork is in order.
*Maintain up-to-date knowledge of financial products and legislation.
*Liaise with product providers and other relevant third parties.
*Effectively use financial planning software.
*Manage and prioritise workload to meet business needs.
Profile
A successful Paraplanner should have:
*Excellent technical knowledge of financial planning products.
*Proficiency in using financial planning software and tools - X Plan & Dynamics Planner
*Strong analytical skills and attention to detail.
*Excellent communication and interpersonal skills.
*Ability to work independently and as part of a team.
*High level of organisational skills with the ability to prioritise tasks.
*A commitment to delivering first-class customer service.
Job Offer
*A salary range of £30,000 to £40,000, commensurate with skills and experience.
*Life Insurance and Pension scheme.
*Generous holiday entitlement of 28 days plus bank holidays.
*A supportive and professional work environment
*Opportunities for personal and professional development in the financial services sector.
We invite all qualified Paraplanners looking for a new challenge to apply. Join a team where your contribution is valued and where you can grow professionally.