IFA Paraplanner

7 days ago

Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full time

About Castle Wealth Ltd

We are a reputable and established financial services company seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service and delivering high-quality financial solutions.

Key Responsibilities

  • Assist financial advisors in preparing comprehensive financial plans and reports for clients.
  • Conduct research and analysis on various financial products and services to ensure the best possible solutions for clients.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Collaborate with the financial advisor team to ensure seamless delivery of financial services.
  • Stay up-to-date with industry developments, regulatory changes, and best practices in financial planning.

Requirements

  • DipFA qualification or equivalent experience.
  • Minimum 2 years of experience as a Paraplanner in a similar role.
  • Excellent technical knowledge of pensions, life, and investment products.
  • Experience using financial platforms and back-office systems.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

What We Offer

  • A competitive salary and bonus structure.
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A comprehensive benefits package.

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