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Senior Paraplanning Professional

2 months ago

St Albans, Hertfordshire, United Kingdom Financial Divisions Full time

Job Summary:

We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanning Professional, you will play a critical role in providing exceptional support to our senior financial planners, ensuring the delivery of high-quality financial plans to our clients.

Key Responsibilities:

  • Provide full paraplanning support to senior financial planners, including researching solutions and writing compliant and suitable recommendations for clients.
  • Develop and maintain in-depth knowledge of financial products and services, staying up-to-date with industry developments and regulatory requirements.
  • Collaborate with cross-functional teams to ensure seamless delivery of financial plans and services to clients.
  • Conduct thorough analysis of client needs, researching solutions and providing expert recommendations to support informed decision-making.
  • Develop and maintain strong relationships with clients, providing exceptional service and support to ensure their financial planning needs are met.
  • Stay up-to-date with industry developments, best practices, and regulatory requirements, applying this knowledge to enhance the quality of financial plans and services delivered to clients.

Requirements:

  • A minimum of 2 years of pure paraplanning experience, with a strong focus on client-facing and Level 4 Diploma qualifications.
  • Proven track record of delivering high-quality financial plans and services to clients, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to conduct thorough analysis of client needs and provide expert recommendations.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

What We Offer:

  • A comprehensive study package, including bonus and opportunities for career development and growth.
  • A hybrid working environment, allowing for flexibility and work-life balance.
  • A minimum of 2 years of pure paraplanning experience, with a strong focus on client-facing and Level 4 Diploma qualifications.
  • Study support towards achieving Chartered Status, with opportunities for career advancement and professional growth.