Paraplanning Professional
24 hours ago
We are seeking a skilled Paraplanner to support our financial planning team in delivering exceptional client service.
Key Responsibilities:
- Assist in preparing comprehensive financial reports and client reviews
- Conduct research on investment products and financial planning strategies
- Organise and maintain accurate client files and documentation
- Communicate effectively with clients to gather necessary information for financial plans
- Utilise Intelligent Office and FE analytics for document preparation and data analysis
- Provide excellent customer service to clients with professionalism and efficiency
- Support the financial planning team with various office tasks
- Demonstrate IT proficiency to navigate financial planning software
Requirements:
- Previous experience working in a Paraplanning role or Junior Paraplanner role
- Proficient in report writing and maintaining accurate records
- Strong organisational skills with attention to detail
- Proficiency in Microsoft Outlook, Word, Excel, and other relevant software
- Knowledge of financial planning principles and practices
- Excellent communication skills to interact effectively with clients and team members
- Good product knowledge along with the Diploma Level 4
What We Offer:
A competitive salary of £35,000.00-£43,000.00 per year and a dynamic work environment.
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