Senior Paraplanner

Are you a highly motivated and experienced paraplanner looking to take your career to the next level? Our client an established Wealth Management firm is looking to recruit an experienced paraplanner to join their friendly team with career progression intoadvising.

They are a fun and people-orientated wealth management business, committed to providing clients with the best possible service. The team is made up of dedicated professionals who are passionate about helping clients achieve their financial goals.

As a paraplanner, you will play a key role in supporting financial advisers and clients by providing technical research, analysis and recommendations on pension and investments. You will have the opportunity to work with a diverse range of clients, providingtailored advice and solutions to meet their specific needs.

They offer a hybrid working environment, which allows you to balance your work and personal life. They believe that a happy and healthy team is key to their success, and offer a range of perks and benefits to ensure the team are well looked after.

Key Responsibilities:

- Provide technical research and analysis on pension and investments
- Prepare suitability reports and client documentation
- Support financial advisers with advice and recommendations
- Maintain up-to-date knowledge of industry developments and regulations
- Build and maintain strong relationships with clients

Key Requirements:

- Proven experience as a paraplanner
- Strong technical knowledge of pension and investment products
- Excellent communication and interpersonal skills
- Ability to work well under pressure and meet deadlines
- Strong attention to detail and ability to work independently

If you are ready to take your career to the next level and be part of a fun and people-orientated wealth management business, we would love to hear from you