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Paraplanner - Financial Services Specialist
2 months ago
Job Title: Paraplanner - Financial Services Specialist
Company: Lime People Search & Select Ltd
Job Type: Full-time
Industry: Financial Services
Job Description:
We are seeking an experienced Paraplanner to join our team at Lime People Search & Select Ltd, a leading provider of financial advisory services. As a Paraplanner, you will play a crucial role in supporting our principal Adviser and Administration team in delivering high-quality financial advice to our clients.
Key Responsibilities:
- Client suitability reports and analysis, technical research, record keeping, and processing new business, illustrations, risk profiling, and cash flow forecasts.
- Assisting in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports, and attitude to risk profiling.
- Building relationships with clients through regular communication, including phone calls, emails, and face-to-face meetings.
Requirements:
- Level 4 qualification in a relevant field, such as financial planning or a related discipline.
- 2-3 years of experience in a Paraplanner role, with a strong understanding of financial products and services.
- Excellent report writing skills and the ability to communicate complex financial information to clients.
- Strong product knowledge and a good understanding of FCA rules and regulations.
What We Offer:
- A competitive salary of £30-37k, plus benefits, including a company bonus scheme, company pension, and flexible working arrangements.
- The opportunity to work with a leading provider of financial advisory services and contribute to the growth and success of our company.
- A dynamic and supportive work environment, with opportunities for professional development and career advancement.
How to Apply:
If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].
