Senior Paraplanning Professional
7 days ago
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 key role in providing high-quality financial planning services 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, including cash flow modelling and investment solutions.
- Collaborate with financial planners to develop and implement comprehensive financial plans for clients.
- Review client information, undertake research, and collate supporting documentation and application paperwork for advice.
- Provide analysis of client needs, researching solutions and writing compliant and suitable recommendations for all clients.
- Contribute to the development of new business opportunities and maintain strong relationships with existing clients.
Requirements:
- A minimum of 2 years' experience in paraplanning, with a focus on client-facing and Level 4 Diploma qualifications.
- Excellent technical paraplanning skills, including cash flow modelling and investment analysis.
- Strong communication and interpersonal skills, with the ability to work effectively with financial planners, clients, and other stakeholders.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
- Study support provided to assist with Advanced papers to achieve Chartered Status.
What We Offer:
- A dynamic and progressive work environment with opportunities for career growth and development.
- Competitive salary and benefits package.
- Study support and resources to help you achieve Chartered Status.
- Opportunities to work with a reputable and established financial services company.
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