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Paraplanner

2 months ago

Alderley Edge, United Kingdom Freedom Recruitment Capital Full time
Experienced Paraplanner
Location: Alderly Edge (In-Office Role)
Are you an experienced and qualified Paraplanner looking to join a dedicated team that values holistic financial planning and client care? We are seeking a motivated and detail-oriented Paraplanner to support one of our advisors. If you are ready to slot straight in and pick up the reins, we want to hear from you
**What We Offer:**
- Competitive Salary: Up to £40,000, commensurate with experience.
- Career Growth: Clear progression paths for those seeking advancement, or the opportunity for a long-term role as a Paraplanner.
- Collaborative Environment: Join a real team where everyone supports each other with the same end goal in mind.
- Client-Centric Approach: Work with a company that prioritizes keeping things simple yet maintaining high standards in holistic financial planning.
- Supportive Culture: Benefit from a workplace that cares deeply about the future of our clients and the well-being of our team.
**Key Responsibilities:**
- Advisor Support: Provide comprehensive support to one financial advisor, including preparing financial plans and reports.
- Client Interaction: Assist in maintaining client relationships and ensuring a high level of service.
- Research & Analysis: Conduct thorough research on financial products and market conditions to support client advice.
- Documentation: Ensure accurate and compliant documentation and record-keeping.
- Team Collaboration: Work closely with the advisor and other team members to achieve the best outcomes for our clients.
**Key Requirements:**
- Level 4 qualification in financial planning or above.
- Proven experience as a Paraplanner in a financial services environment.
- Strong analytical, research, and organizational skills.
- Ability to work independently and take initiative.
- Excellent communication and interpersonal abilities.
- Proficiency with financial planning software and tools.
**About Us:**
We are a well-established financial planning firm based in Alderly Edge, dedicated to providing holistic financial advice and exceptional client care. We believe in keeping things simple without compromising on quality. Our supportive and collaborative team is committed to helping clients secure their financial futures while fostering a positive and engaging work environment.
**How to Apply:**
If you are an experienced Paraplanner with the qualifications and skills we are looking for, we would love to hear from you. Please submit your resume and a cover letter detailing your experience and why you would be a great fit for our team.
Join us and be a part of a team that values excellence, client care, and professional growth
Apply now and take the next step in your career