Financial Paraplanner
5 days ago
We are seeking a highly skilled and experienced Financial Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth delivery of our services to clients.
Key Responsibilities:
- Reporting on portfolio performance and analysing market offerings, services and products
- Administering and actioning advice given by financial advisors
- Writing financial plans and annual reviews
- Updating client data, emails, documents and tasks
- Liaising with clients regarding technical replies and end of tax year queries
About the Role:
This is an exciting opportunity to join a progressive and award-winning financial planning firm, with a reputation for delivering exceptional service to our clients. As a Financial Paraplanner, you will have the opportunity to work with a talented team of financial advisors, supporting them in delivering high-quality financial planning services to our clients.
Requirements:
- Previous experience of working in a financial planning or wealth management firm
- Strong administrative and organisational skills
- Excellent communication and interpersonal skills
- Ability to work accurately and efficiently in a fast-paced environment
What We Offer:
We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Financial Paraplanner looking for a new challenge, we would love to hear from you.
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