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Paraplanner - Financial Planning Specialist
2 months ago
Job Advert: Paraplanner
Location: Hybrid Work Environment
Salary: £35,000 (Dependent on Experience)
Melo Recruitment is seeking a dedicated Paraplanner to join our team in a supportive, culture-centric business with a family feel. This opportunity has arisen due to the progression of one of our paraplanners into an adviser role, showcasing our commitment to career progression and development.
About the Role: As a Paraplanner, you will be an integral part of our financial planning team, providing high-quality support to our advisers. You will be responsible for preparing detailed client reports, conducting thorough research, and assisting in the formulation of tailored financial advice. This role offers a pathway for growth and progression, with plenty of support to help you achieve your career aspirations.
Key Responsibilities:
- Preparing and maintaining client files, ensuring accuracy and compliance.
- Conducting in-depth research and analysis of financial products, investments, and planning tools.
- Producing comprehensive suitability reports for client presentations.
- Collaborating closely with advisers to deliver personalized, compliant financial advice.
- Assisting with cash flow modeling and investment report preparation.
- Keeping up-to-date with industry regulations and ensuring advice meets the latest standards.
What We're Looking For:
- Experience as a Junior Paraplanner or Senior IFA Administrator.
- Excellent communication and interpersonal skills.
- Strong analytical skills with a keen attention to detail.
- Proficiency in financial planning software and tools.
- A proactive, positive attitude with a willingness to learn and develop.
- Relevant financial planning qualifications (e.g., Diploma in Regulated Financial Planning) or working towards them is advantageous but not essential.
What We Offer:
- Competitive salary of £35,000 (dependent on experience).
- Clear career progression pathways, including opportunities to advance into adviser roles.
- A supportive, family-oriented company culture that values your contributions.
- Comprehensive benefits package.
- Ongoing training and professional development opportunities.
Melo Recruitment is a company that truly invests in its people and offers a nurturing environment to grow your career. If you're ready to take the next step in your career, we'd love to hear from you
