IFA Paraplanner

4 days ago

Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full time

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 reports and suitability letters for clients
  • Conduct research and analysis on financial products and services to provide expert advice
  • Develop and maintain strong technical knowledge of pensions, life, and investment products
  • Utilize platforms and back-office systems to manage client data and transactions
  • Ensure accuracy and attention to detail in all work produced
  • Stay up-to-date with IFA compliance procedures and regulatory requirements

Requirements

  • DipFA qualification or willingness to pursue
  • Minimum 2 years of experience as a Paraplanner in a similar role
  • Strong technical knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer

  • A competitive salary and bonus structure
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A range of employee benefits, including a generous holiday allowance

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