Senior Paraplanner

Reed Financial Services are pleased to be representing an established IFA firm, who offer Life Centred Financial Planning . They work closely with clients to understand their history, values, and goals and with them, shape a financial plan for clients to believe in and to follow for life.

Due to continued growth they are seeking a skilled Senior Paraplanner to join their team in providing comprehensive financial planning services. The successful candidate will play a crucial role in supporting our financial advisors and ensuring the delivery of high-quality advice to clients. This would be a hybrid working opportunity with the firm's head office based in Farnham.

Duties:

-  Conduct detailed research and analysis to support financial planning recommendations

-  Prepare complex financial reports, including cash flow projections and investment portfolio analysis using our Intelligent Office software system.

-  Assist in the development of financial plans tailored to clients' individual needs and goals

-  Collaborate with financial advisors to implement strategies and monitor progress towards financial objectives

-  Utilise IT systems proficiently to maintain accurate client records and generate reports

-  Provide excellent customer service by responding to client queries promptly and professionally

-  Manage multiple tasks efficiently, demonstrating strong time management skills

Qualifications:

-  Previous extensive experience in a similar role within the financial services sector (3 years +)

-  Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook

-  Strong analytical skills with the ability to interpret complex financial data

-  Excellent communication skills, both written and verbal

-  A proactive approach to problem-solving and attention to detail

-  Fully qualified Diploma Level 4 CII or equivalent

Job Type: Full-time

Pay: £45,000.00-£50,000.00 per year

Benefits:

• Additional leave
• Company events
• Company pension
• Financial planning services
• Sick pay