Paraplanner - Financial Planning Specialist
4 weeks ago
We are seeking a skilled Paraplanner to support our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years experience and a Diploma Level 4 qualification.
The successful candidate will provide high-quality technical support, with a strong focus on literacy, written grammar, and numeracy. Key responsibilities will include fund and product research, writing suitability reports, and preparing client portfolio review analysis.
Main tasks and responsibilities will include:
- Receiving instructions from advisers following client meetings.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Providing records to support research undertaken.
- Consolidating client needs and objectives, recommendations, and course of action in a written format.
- Carrying out tasks in a manner consistent with compliance procedures.
- Preparing existing client files for reviews.
- Ensuring client files are compliant on an ongoing basis.
Personal requirements include being a team player, highly industrious, and proactive, with the ability to anticipate adviser needs. A positive and personable individual with solid communication skills is essential.
We are looking for a highly skilled and motivated Paraplanner to join our team in High Wycombe. If you have a strong background in Paraplanning and a passion for delivering high-quality technical support, we would love to hear from you.
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Paraplanner - Financial Planning Specialist
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Paraplanner - Financial Planning Specialist
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