Financial Planning Professional
4 weeks ago
Job Title: Paraplanner
Job Summary:
We are seeking a highly skilled and experienced Paraplanner to support our team of financial professionals in Darlington. The successful candidate will play a key role in preparing financial reports, analysing client objectives, and delivering customised financial advice.
Key Responsibilities:
- Research and analyse financial products and services to provide well-informed recommendations for clients.
- Conduct in-depth analysis of clients' circumstances, portfolios, and objectives, culminating in tailored recommendation reports for Financial Advisers.
- Prepare comprehensive financial planning reports, suitability letters, and other written information for clients.
- Provide essential technical support to Financial Advisers to maintain and enhance client relationships and deliver superior financial advice.
- Collaborate with the team to ensure compliance with financial regulations and internal policies and procedures.
- Build relationships with clients.
- Attend meetings with clients to complete paperwork where required.
- Assist the leadership team with some compliance and T&C tasks, training on this will be provided.
- Other ad hoc technical and administrative tasks to support the advisers and clients.
Requirements:
- Experience within an equivalent role.
- Extensive knowledge of financial planning and financial products and services.
- A high level of written and verbal communication skills.
- Strong analytical and problem-solving abilities.
- Proven capability to work independently and collaboratively within a team environment.
- Exceptional attention to detail and accuracy.
This is an excellent opportunity for a dedicated financial planning professional to contribute to a dynamic and successful team, building their career and making a significant impact on clients' financial well-being. If you have the required skills and experience, we encourage you to apply for this rewarding position.
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