Paraplanner

6 days ago

Whiteley, United Kingdom Sapphire Financial Planning Ltd Full time

About Us:

Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach.



Take the next step in your career now, scroll down to read the full role description and make your application.

Role Overview:

We are seeking a highly skilled and motivated Paraplanner to join our dynamic team on a full-time basis. The successful candidate will play a crucial role in supporting our financial advisors by preparing detailed financial plans, conducting research, and ensuring that our clients receive the highest level of service.


Key Responsibilities:


- Prepare detailed and compliant financial plans and reports for clients, ensuring accuracy and attention to detail.

- Conduct in-depth research and analysis on a wide range of financial products, including pensions, investments, and insurance.

- Assist in the development and maintenance of client relationships, ensuring clear communication and understanding of their financial goals.

- Work closely with financial advisors to develop and implement bespoke financial strategies.

- Ensure all client documentation is up-to-date and complies with regulatory standards.

- Maintain a thorough understanding of the financial services market and any changes in legislation that may impact our clients.


Key Attributes:


- Previous Experience: A minimum of 3 years of experience in a Paraplanner role is advantageous.

- Qualification: Must hold a Level 4 Diploma in Financial Planning (or equivalent).

- Attention to Detail: High level of accuracy in preparing reports and documents.

-Analytical Skills: Ability to conduct thorough research and provide detailed analysis.

- Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts clearly.

- Team Player: Ability to work collaboratively with advisors and other team members.

- Client-Focused: Commitment to providing exceptional service and building long-term client relationships.

- Proactive and Organized: Ability to manage multiple tasks and priorities effectively.


Benefits:


- Attractive Salary: Competitive salary based on experience.

- Remote Working: Flexibility to work remotely.

- Pension Scheme: Comprehensive pension plan included.

- Bonus: Performance-based bonus as part of the package.

- Opportunity for professional development and further qualifications.

- Supportive and collaborative working environment.

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