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Financial Planning Paraplanner
2 months ago
Location:
In-Office Role
Are you a qualified Paraplanner with a passion for comprehensive financial planning and exceptional client service? Freedom Recruitment Capital is on the lookout for a dedicated and detail-oriented Paraplanner to join our dynamic team.
If you possess the expertise to seamlessly integrate into our operations and take charge of essential tasks, we would be eager to connect with you.
What We Provide:
- Competitive Compensation: Salary up to £40,000, based on your experience.
- Career Advancement: Opportunities for professional growth or a long-term role as a Paraplanner.
- Team-Oriented Culture: Become part of a collaborative environment where mutual support is key.
- Client-Centric Philosophy: Engage with a firm that emphasizes simplicity while upholding high standards in financial planning.
Our Commitment to You:
- Supportive Work Environment: Join a workplace that genuinely cares about both client outcomes and employee wellbeing.
Key Responsibilities:
- Advisor Assistance: Deliver thorough support to a financial advisor, including the preparation of financial plans and reports.
- Client Engagement: Help maintain strong client relationships and ensure top-tier service.
- Research & Evaluation: Conduct in-depth research on financial products and market trends to enhance client recommendations.
- Documentation Management: Ensure precise and compliant recordkeeping and documentation.
- Team Collaboration: Work closely with the advisor and team members to achieve optimal results for clients.
Essential Qualifications:
- Level 4 qualification in financial planning or higher.
- Demonstrated experience as a Paraplanner within a financial services context.
- Strong analytical, research, and organizational capabilities.
- Ability to work autonomously and take 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 holistic financial advice and outstanding client service. Our approach is centered on simplicity without sacrificing quality.
Our collaborative team is dedicated to helping clients secure their financial futures while fostering a positive and engaging workplace.
Application Process:
If you are an experienced Paraplanner with the qualifications and skills we seek, we invite you to reach out.
Please submit your resume along with a cover letter outlining your experience and why you would be an excellent addition to our team.
Join us and contribute to a team that prioritizes excellence, client care, and professional development.
