Paraplanner Hybrid Working Opportunity
13 hours ago
We are seeking a highly skilled Paraplanner to join our team in a hybrid working arrangement. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.
Key Responsibilities:- Collate and interpret client information to contribute to the formulation of suitable strategies to meet client objectives
- Prepare suitability reports reflecting the proposed strategy
- Manage client relationships and communicate with advisers on a regular basis
- Assist in the delivery of financial advice to clients
- Good knowledge across all advice areas (investment, pensions, protection)
- Excellent interpersonal and communication skills
- Good understanding of the financial planning process and a knowledge of the financial services world
- Excellent report writing skills and high technical knowledge
- Level 4 qualification / Ideally working towards Chartered
We offer a competitive salary and the opportunity to grow your career in the direction you want it to grow. If you are a career-minded individual looking to join a rapidly growing team and support a successful business in its next stage of development, we encourage you to apply.
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Paraplanner Hybrid Working Opportunity
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Paraplanner Hybrid Working Opportunity
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