Financial Services Analyst
6 days ago
CleverHR's Financial Paraplanning Role
We are currently seeking a highly skilled Financial Paraplanner to join our team and support our mission to deliver exceptional services to our clients.
Responsibilities:
- Produce high-quality suitability reports and cash flow models for clients.
- Analyse client information and existing investments/policies to construct suitable solutions.
- Communicate effectively with clients and advisers to provide excellent service.
- Participate in training other members of the team and contribute to project work to improve systems and processes.
Requirements:
- Strong technical knowledge of financial products and regulatory requirements.
- Hold a level 4 diploma qualification and be working towards Chartered status.
- At least 3 years' experience in a paraplanning role.
- Excellent communication and interpersonal skills.
Salary and Benefits:
- A competitive salary range of £35,000 - £45,000 depending on experience.
- A comprehensive benefits package including lifetime assurance, income protection, and a pension scheme.
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