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Financial Paraplanner

2 months ago

Welwyn Garden City, Hertfordshire, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time £60,000
About the Role

We are seeking a skilled Paraplanner to join our team at Exchange Street Financial Services Limited. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners to deliver exceptional results.

Key Responsibilities
  • Provide expert support to our Financial Planners, enabling them to focus on high-value activities such as business development and client relationships.
  • Contribute to the development of comprehensive financial plans, ensuring accuracy and attention to detail.
  • Collaborate with the team to identify opportunities for process improvements and implement changes to enhance efficiency and productivity.
  • Stay up-to-date with industry developments and regulatory changes, applying this knowledge to support the team's work.
What We Offer

As a valued member of our team, you can expect:

  • A competitive bonus scheme, directly linked to the team's performance.
  • A hybrid working arrangement, allowing you to work from home three days a week.
  • Ongoing training and development opportunities to enhance your skills and career prospects.
  • A comprehensive benefits package, including a 4x death in service scheme and pension contributions.
  • A supportive and collaborative work environment, prioritizing employee wellbeing and performance.
Requirements

To be successful in this role, you will need:

  • A Level 4 qualification in financial planning, with expertise in areas such as IHT planning and EIS/VCT.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients.
  • Strong analytical and problem-solving skills, with the ability to work accurately and efficiently under pressure.
  • A flexible and adaptable approach, with the ability to work effectively in a fast-paced environment.