Paraplanning Specialist

9 hours ago

Sevenoaks, Kent, United Kingdom Financial Divisions Full time
In a role as a Paraplanning Specialist, you will be responsible for providing high-quality support to financial advisers, working closely with them to deliver exceptional client experiences. Your expertise will involve conducting thorough research, analyzing complex data, and developing detailed plans tailored to individual clients' needs. As a key member of the Financial Divisions team, your contributions will directly impact the success of our clients and the growth of our business.

This is an exciting opportunity for a skilled Paraplanner to take on new challenges and grow professionally within a dynamic and supportive environment. With a competitive salary package including an estimated annual salary of £49,750 and opportunities for bonus and benefits, this role offers a great balance of personal and professional fulfillment.

Key Responsibilities Include:
  • Interpreting client requirements and providing expert guidance to financial advisers
  • Developing comprehensive financial plans and presenting findings to clients
  • Maintaining up-to-date knowledge of relevant legislation, regulatory requirements, and industry developments
  • Collaborating with colleagues to achieve common goals and meet deadlines

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