Paraplanner

Elevate Your Career as a Paraplanner with a Leading Financial Planning Firm in Uxbridge!

Do you have experience in Paraplanning and are looking for a more challenging role in a supportive environment? We have an exciting opportunity for you to join a prestigious Financial Planning practice that values your expertise and dedication.

Location: Uxbridge, with the flexibility to work from home, the salary for a Paraplanner is up to £40,000

On offer form the firm:

• A role that supports your continuous professional development.
• A responsible and compliant work environment.
• The chance to be part of a firm that’s making a difference in the financial industry.

Key Contributions:

• Support Financial Planners and Advisers with in-depth research and analysis.
• Prepare comprehensive financial plans and suitability reports.
• Foster internal relationships to ensure smooth business operations.
• Enhance the firm’s reputation within the professional community.
• Generate Annual Review Reports and detailed cash flow forecasts.
• Maintain meticulous client records and assist with product research.
• Contribute to the firm’s service standards and work collaboratively with the team.

Ideal Candidate:

• Excellent communication skills.
• A proactive approach to tasks and client service.
• A team player who thrives in a collaborative setting.
• Experience writing Suitability reports for Investments and Pensions
• Paraplanning experience