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Paraplanner - High Wycombe
2 months ago
We are seeking a skilled Paraplanner to join our team in High Wycombe. As a Paraplanner, you will provide high-quality technical support and work closely with our Advisers to deliver exceptional client service.
Key Responsibilities:- Provision of technical support and research on investments, pensions, and retirement solutions
- Writing suitability reports and preparing client portfolio review analysis
- Reviewing letters and overseeing the implementation of investments
- Cash flow modelling and attendance at client meetings
- Liaising with team Administrators to ensure client administration is up-to-date
- Minimum 3 years' experience in Paraplanning, with a Diploma Level 4 qualification or working towards it
- Strong background in a similar environment as a Paraplanner, with a strong outgoing and aspirational personality
- Good communication skills and a working knowledge of the financial services industry
- Computer literate with Microsoft Office skills, including Excel and Word
- A team player with a collaborative approach and ability to work remotely
- Highly industrious and proactive, with the ability to anticipate Adviser needs
- Adept at pulling together all strands of a case from Administrative through to Compliance and Technical
- Positive and personable individual who can stay calm under pressure
- Open and approachable demeanour with solid communication skills
This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits.
