Paraplanner

Paraplanner

My client is involved in Financial services, Wealth management and are currently seeking an experienced Paraplanner ideally working towards chartered or already chartered.

Key Responsibilities

- Assisting financial advisors in the research and analysis of financial plans.

- Preparing and maintaining client files and documentation.

- Developing comprehensive financial plans and strategies.

- Assisting in the implementation of financial plans.

- Preparing client review meetings and reports.

- Ensuring compliance with industry regulations and working practices.

Required Skills and Experience

- Proven experience as a Paraplanner min 2 years.

- Experience with Intelligent Office and FE Analytics

- Strong analytical skills and attention to detail.

- Excellent verbal and written communication skills.

- Ability to work independently and as part of a team.

- Knowledge of financial planning and risk assessment.

- Understanding of compliance regulations.

Qualifications

Level 4 diploma in Paraplanning

Certified Financial Planner (CFP) or related certification would be advantageous.

In Return:

Very competitive salary and benefits package.

True career path with many options