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Paraplanner - Financial Services
2 months ago
We are seeking a highly skilled and experienced Paraplanner to join our team at Deerfoot I.T. Resources Ltd. As a Paraplanner, you will play a critical role in supporting our clients' financial planners, conducting research, and ensuring exceptional service for our clients.
Key Responsibilities- Develop Comprehensive Financial Plans
Assist in the development of comprehensive financial plans for clients, utilizing your expertise in financial planning and analysis.
- Prepare Reports and Financial Models
Prepare reports, charts, and financial models to support client financial planning and decision-making.
- Analyze Client Data and Provide Recommendations
Analyze client data and provide recommendations for financial strategies, leveraging your knowledge of financial markets and products.
- Client Service and Support
Serve as a primary point of contact for client inquiries and follow-ups, ensuring exceptional service and support.
- Research and Development
Conduct research on investment options, financial products, and market trends to stay up-to-date on industry developments.
- Leadership and Team Management
Lead and mentor a team of junior para-planners, providing guidance and support to ensure their success.
- Compliance and Process Improvement
Ensure compliance with regulatory requirements and company policies, identifying opportunities for process improvement and implementing changes as needed.
Requirements- Financial Planning Expertise
Proficient in Microsoft Office Suite and financial planning software, with relevant financial planning certifications (e.g., CII).
- Leadership and Project Management Skills
Strong leadership and project management skills, with 5+ years of experience in a financial planning or similar role.
- Education and Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field (desirable).
What We Offer- Competitive Salary and Benefits
£50k-£60k base salary + benefits, including a hybrid working arrangement in Mayfair.
We are committed to delivering high-quality service and support to our clients, and we are seeking a professional with a strong commitment to excellence. If you are passionate about financial planning and have a passion for delivering exceptional service, we would love to hear from you.
