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Financial Planning Paraplanner

3 months ago

London, Greater London, United Kingdom Freedom Recruitment Capital Full time

Position Overview:

We are in search of a skilled and qualified Paraplanner to become an integral part of our team at Freedom Recruitment Capital. This role is designed for those who are passionate about delivering exceptional financial planning services and supporting our advisors in their mission to provide outstanding client care.

Location: This is an in-office position.

What We Provide:

  • Competitive Compensation: Salary up to £40,000, based on your experience.
  • Career Advancement: Opportunities for growth and development within the organization.
  • Collaborative Work Environment: Be part of a supportive team that shares a common goal.
  • Client-Centric Philosophy: Work with a firm that emphasizes simplicity and high standards in financial planning.
  • Supportive Workplace Culture: Engage in a culture that prioritizes the well-being of both clients and team members.

Key Responsibilities:

  • Advisor Support: Provide thorough assistance to a financial advisor, including the preparation of financial plans and reports.
  • Client Engagement: Help maintain strong client relationships and ensure top-tier service delivery.
  • Research & Analysis: Conduct detailed research on financial products and market trends to enhance client recommendations.
  • Documentation Management: Ensure meticulous and compliant record-keeping and documentation.
  • Team Collaboration: Work closely with the advisor and fellow team members to achieve optimal client outcomes.

Essential Qualifications:

  • Level 4 qualification in financial planning or higher.
  • Demonstrated experience as a Paraplanner within the financial services sector.
  • Strong analytical, research, and organizational capabilities.
  • Ability to work autonomously and exhibit initiative.
  • Excellent communication and interpersonal skills.
  • Proficiency in financial planning software and tools.

About Freedom Recruitment Capital:

We are a reputable financial planning firm committed to delivering comprehensive financial advice and exceptional client service. Our philosophy revolves around simplicity without sacrificing quality. Our collaborative team is dedicated to assisting clients in securing their financial futures while fostering a positive and engaging work atmosphere.

Application Process:

If you possess the necessary qualifications and experience for the Paraplanner role, we encourage you to submit your resume along with a cover letter outlining your relevant experience and suitability for this position.