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Financial Planning Assistant
2 months ago
We are seeking a skilled Paraplanner to join our team in Market Harborough, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.
Key Responsibilities:- Financial Planning: Conduct thorough research and analysis on various financial products and services, and prepare detailed financial plans and reports for clients.
- Investment Portfolio Management: Assist in the creation and review of client investment portfolios, ensuring they align with their financial goals.
- Regulatory Compliance: Maintain up-to-date knowledge of financial regulations and industry standards, ensuring all client information is accurately recorded and maintained.
- Technical Support: Provide technical support and guidance to Financial Advisors, ensuring they have the necessary tools and resources to deliver exceptional client service.
- Client Liaison: Liaise with clients to gather necessary information and documentation, ensuring a seamless and efficient experience.
- Experience: Previous experience in a paraplanning role, with a strong understanding of financial planning, investment products, and regulatory requirements.
- Skills: Excellent analytical and research skills, proficiency in using financial planning software and tools, and exceptional attention to detail and accuracy.
- Qualifications: Relevant qualifications in financial planning (e.g., Diploma in Financial Planning) are highly desirable.
- Competitive Salary: Salary is £30,000 to £40,000 (DOE), depending on experience.
- Professional Development: Opportunities for professional development and career progression, ensuring you stay up-to-date with industry developments.
- Supportive Environment: A supportive and collaborative work environment, with a dynamic and experienced team of financial professionals.
- Flexible Working: Flexible working arrangements, allowing you to balance your work and personal life.
Apply today to be considered for this opportunity. Our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. We will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
