Paraplanner

Paraplanner

My client is involved in Financial services, Wealth management and Private office and are currently seeking an experienced Paraplanner to join our dynamic team. The successful candidate will play a crucial role in supporting our financial planners in the delivery of exceptional client service.

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