Paraplanner

We are working with a dynamic and reputable financial planning & investment management organisation to recruit an experienced Paraplanner. Our client is a rapidly growing firm, known for dedication and exceptional service to their HNW & UHNW client book. They offer a unique and integrated approach to financial planning and investment management.

Role: Paraplanner

Responsibilities:

• Collaborate closely with our Independent Financial Advisers (IFAs) to provide comprehensive support in the preparation of financial plans and recommendations.
• Conduct detailed research and analysis on various financial products, including pensions, investments, and protection plans.
• Prepare detailed and accurate reports, financial plans, and suitability letters tailored to individual client needs and objectives.
• Ensure all client recommendations and documentation comply with industry regulations and internal standards.
• Maintain up-to-date knowledge of financial products, market trends, and regulatory changes.
• Assist in client meetings, where necessary, to provide technical support and help explain complex financial concepts.
• Liaise with clients, product providers, and other stakeholders to facilitate smooth implementation of financial plans.
• Contribute to the continuous improvement of paraplanning processes and systems.

Qualifications and Experience:

• Proven experience as a Paraplanner within an IFA environment, with a strong understanding of financial planning and investment management.
• Experience working with HNW clients is highly desirable.
• Strong analytical skills with the ability to interpret and present complex financial information clearly and concisely.
• Excellent written and verbal communication skills, with a high level of attention to detail.
• Proficiency in using financial planning software and CRM systems.
• Relevant financial services qualifications (e.g., Diploma in Financial Planning, CII, CISI) are preferred.
• Ability to work independently and as part of a team, managing multiple tasks and priorities in a dynamic environment.

What We Offer:

• Competitive salary to £50,000
• Opportunity to work with a reputable and growing organisation that values professional development and career progression
• Collaborative and supportive work environment
• Discretionary bonus
• Pension, Group Income Protection, Life Assurance and much more
• Free parking