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Paraplanning Professional

2 months ago

Reading, Reading, United Kingdom Premier Jobs UK Limited Full time

About the Role:

We are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing exceptional financial planning solutions to our clients.

Key Responsibilities:

  • Provide paraplanning support to our team of Financial Advisors, assisting in the delivery of holistic financial planning to clients.
  • Contribute to the development of cashflow models for clients, ensuring accurate and comprehensive financial planning.
  • Collaborate with our Financial Advisors to identify and address client needs, providing tailored financial solutions.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to enhance our clients' financial well-being.

Requirements:

  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in financial planning software and tools, with a willingness to learn and adapt to new technologies.
  • A passion for delivering exceptional client service and a commitment to ongoing professional development.

What We Offer:

As a Paraplanner at Premier Jobs UK Limited, you will have the opportunity to work with a talented team of professionals, contributing to the delivery of high-quality financial planning solutions. We offer a dynamic and supportive work environment, with opportunities for growth and development.