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IFA Paraplanner
2 months ago
About Castle Wealth Ltd
We are a reputable and established financial services company seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service and delivering high-quality financial solutions.
Key Responsibilities
- Assist financial advisors in preparing comprehensive financial plans and reports for clients.
- Conduct research and analysis on various financial products and services to ensure the best possible solutions for clients.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Collaborate with the financial advisor team to ensure seamless delivery of financial services.
- Stay up-to-date with industry developments, regulatory changes, and best practices in financial planning.
Requirements
- DipFA qualification or equivalent experience in financial services.
- Minimum 2 years of experience as a Paraplanner in a similar role.
- Excellent technical knowledge of pensions, life, and investment products.
- Experience with financial planning software and systems.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
What We Offer
- A competitive salary and bonus structure.
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A comprehensive benefits package.
