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Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full timePosition Overview: This hybrid-based Paraplanner role offers a unique opportunity within a dynamic and expanding financial advisory firm.Role Responsibilities: In this position, you will be responsible for delivering comprehensive paraplanning services to Financial Advisors, ensuring that client satisfaction and regulatory compliance are consistently met....
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Financial Planning Paraplanner
2 months ago
Position Overview
This hybrid-based Paraplanner role presents an exciting opportunity within a dynamic financial advisory firm.
You will be responsible for delivering comprehensive paraplanning services to Financial Advisors, ensuring that client satisfaction and regulatory compliance are consistently upheld. The organization is developing a robust support structure aimed at achieving a 2:1 ratio of back-office personnel to Financial Advisors. Your key responsibilities will encompass:
- Organizing and updating client documentation and review processes
- Creating detailed cash flow projections
- Conducting thorough research to pinpoint suitable financial strategies
- Drafting recommendations and suitability assessments
- Recognizing opportunities for enhanced financial planning
- Building and nurturing strong client relationships
The firm prioritizes high retention rates for both clients and employees, fostering an inclusive team environment.
Candidate Requirements
- A minimum of 3 years of experience in a paraplanning capacity.
- Exceptional skills in drafting suitability reports.
- Experience with cash flow modeling is advantageous.
- Candidates holding a full Diploma or nearing completion are preferred.
- A genuine enthusiasm for the profession, a forward-thinking mindset, and a commitment to ethical practices are essential.
About the Company
This expanding Independent Financial Advisory firm is spearheaded by well-respected professionals in the financial services sector, dedicated to fostering an inclusive culture centered around goal-oriented financial planning for clients. The organization is focused on creating a positive workplace, characterized by a friendly team that values fairness and promotes well-being, while also offering competitive rewards.
Benefits for Paraplanners
- Competitive salary of up to £40,000, commensurate with experience
- Comprehensive company benefits including pension schemes, life insurance, group income protection, health cash plans, and salary exchange options
- Outstanding ongoing employee well-being initiatives
- Flexible hybrid working arrangements
Disclaimer
While Premier Jobs UK employs all reasonable efforts to ensure the accuracy of the information provided in our job listings, including salary and benefits, we make no representations or warranties regarding such information. Premier Jobs UK accepts no liability for any loss or damage arising from reliance on the information provided.
