Paraplanner
Join a respected financial advisory firm nestled in the heart of Norfolk, where our dedicated team is committed to providing tailored financial solutions to individuals and families. With a focus on personalized service and comprehensive planning, we strive to empower our clients to achieve their financial goals with confidence. Currently, we are seeking a diploma-qualified paraplanner to join our ranks and contribute to our mission of financial empowerment.
Position: Diploma-Qualified Paraplanner
Location: Norfolk, United Kingdom
Responsibilities:
- Collaborate with financial advisors to gather client information and assess their financial goals and needs.
- Conduct thorough research on financial products, investment strategies, and market trends to support the development of comprehensive financial plans.
- Prepare accurate and detailed financial reports, including investment analyses, retirement projections, and risk assessments.
- Assist in the preparation of client presentations and proposals, ensuring compliance with regulatory requirements and company standards.
- Liaise with product providers and other external stakeholders to obtain quotes, illustrations, and other necessary information.
- Maintain up-to-date knowledge of regulatory changes and industry developments affecting financial planning practices.
- Provide administrative support to financial advisors, including organizing client meetings, managing documentation, and responding to client inquiries.
- Contribute to the continuous improvement of processes and procedures within the financial planning department.
Qualifications:
- Diploma qualification in Financial Planning or related field is essential.
- Previous experience in a paraplanning or similar role within the financial services industry is preferred.
- Strong understanding of financial products, investment strategies, and regulatory requirements.
- Excellent analytical skills with the ability to interpret complex financial data and information.
- Proficiency in using financial planning software and Microsoft Office Suite.
- Effective communication skills, both verbal and written, with the ability to convey technical information clearly and concisely.
- Detail-oriented with a high level of accuracy in work output.
Benefits:
- Competitive salary package of £30,000 to £42,000 + annual bonus and christmas bonus.
- Health insurance coverage.
- Pension contributions.
- Hybrid working available.
- Opportunities for professional development.
If you meet the above qualifications and are looking for an exciting opportunity to contribute to a dynamic financial advisory firm in Norfolk, we encourage you to apply for the position of Diploma-Qualified Paraplanner with us. We offer competitive compensation packages and a supportive work environment conducive to professional growth and development.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Reference: 52391329
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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