Paraplanner - Financial Planning

3 weeks ago


High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is seeking a skilled Paraplanner to join a well-established financial planning firm near High Wycombe.

This role offers an excellent opportunity for career growth within a reputable company that values its employees.

Key Responsibilities:

  • Provide comprehensive technical support to Financial Planners.
  • Conduct in-depth research on funds and financial products.
  • Draft bespoke and compliant client reports.
  • Prepare detailed portfolio review analyses for clients.
  • Oversee the implementation of investment strategies.
  • Utilize cash flow modeling tools effectively.
  • Participate in client meetings to provide support and insights.

Requirements:

  • Excellent communication skills, both written and verbal.
  • Solid understanding of the financial services industry.
  • Proficiency in Microsoft Office Suite.
  • Strong analytical and numerical abilities.

Personal Attributes:

  • Collaborative team player with a proactive approach.
  • Meticulous attention to detail and accuracy.
  • Positive and personable demeanor, fostering strong client relationships.
  • Effective communication skills, ensuring clear and concise information delivery.

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