Financial Planning Consultant
2 weeks ago
We are a leading Financial Advisory firm based in the UK, providing expert financial advice to individuals and businesses.
About the RoleThis is an exciting opportunity for a highly organized and detail-oriented Paraplanner to join our team. As a career-focused individual, you will be responsible for supporting the development of high-quality financial plans for clients, ensuring accuracy and compliance with regulatory requirements.
Key Responsibilities:- Support the production of comprehensive financial plans and reports.
- Conduct thorough research and analysis to inform recommendations.
- Maintain accurate records and update client files as required.
We are seeking a skilled Paraplanner with a Level 4 Diploma qualification (CII preferred) and at least 1 year of experience in a Paraplanning role within an Independent Advisory firm. You should have excellent communication skills, both written and verbal, and be able to work effectively in a team environment.
What We Offer:- A competitive salary: £40,000 - £50,000 per annum, depending on experience.
- A hybrid working structure with 50/50 split of time on site and WFH.
- Very competitive study support program.
- Death In Service cover.
- Access to digital GP and mental health consultations.
- Nutritionist consultations.
- Second medical opinion service.
- Westfield Health medical cash plan.
- Westfield Rewards smart spending cashback.
- Company-funded social events throughout the year.
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