Paraplanner - Hybrid/flexible Working

4 weeks ago

Harrow Greater London, United Kingdom 808 Group Full time

As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients. Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
Prepare comprehensive financial reports and documentation for client meetings, ensuring accuracy and compliance with industry regulations.
Interact with clients as needed to gather information, address inquiries, and assist in the financial planning process.
Data Management: Maintain accurate and up-to-date client records and financial data in our systems.
Compliance: Ensure that all financial plans and recommendations adhere to regulatory and compliance standards.
Collaboration: Collaborate closely with financial advisers and other team members to deliver exceptional service
Working Hours: Monday to Friday, 9:00 am - 6:00 pm
We are an established and growing independent financial advisory business dedicated to assisting our clients with a comprehensive range of financial planning services. Our areas of expertise encompass Mortgages, Protection, Investments, Retirement, Wills, and Inheritance Tax Planning.
Our company was founded in March 2000 by our current Director, who brought with them extensive experience and a profound passion for financial planning, gained through years of employment with a prominent insurance company. Recognizing the growing demand for expert financial advice, we initially set up shop in a small office in Harrow. However, our commitment to providing top-tier service led to rapid growth, necessitating our relocation to larger premises. Over the years, we have expanded in terms of both our team and client base, with the continued growth of our office space.
Our clients hold our high-quality advice in high regard, resulting in a significant portion of our new business originating from personal recommendations and referrals. We recognize the paramount importance of time and utilize video technology to connect with our clients through phone and video calls, while still warmly welcoming them to our offices for in-person meetings with our dedicated teams. We are deeply committed to helping clients achieve their financial goals, whether it's buying their first home, expanding their retirement portfolio, or safeguarding their loved ones. Job Types: Full-time, Permanent
Company pension
On-site parking

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