Financial Planning Specialist
4 weeks ago
Fairview Financial Management Ltd is a dynamic and forward-thinking financial planning firm based in the UK. We are dedicated to providing expert advice and guidance to individuals and families across the county.
We are currently seeking an experienced Paraplanning Expert to join our team of professionals. As a key member of our team, you will play a vital role in delivering high-quality financial plans and recommendations to our clients.
About the Role
This is a fantastic opportunity for a motivated and ambitious individual to take on a challenging and rewarding role within our company. As a Paraplanning Expert, you will work closely with our financial advisers to create comprehensive financial plans that meet the unique needs of our clients. You will be responsible for preparing and producing detailed reports and recommendations, conducting research on financial products and services, and assisting with client communication.
Key Responsibilities
* Work alongside our financial advisers to develop comprehensive financial plans
* Prepare and produce detailed reports and recommendations for clients
* Conduct research on financial products and services to ensure we are offering the most suitable solutions
* Assist with client communication and ensure all documentation is up-to-date
Requirements
* Previous experience as a paraplanner, ideally 2 years
* Level 4 Diploma in Financial Planning (or equivalent)
* Strong attention to detail and excellent organisational skills
* Great communication skills - able to explain complex ideas in a friendly and straightforward way
* A team player who is eager to learn and grow
What We Offer
* Competitive salary: £38,000 per annum
* Opportunities for professional development, exams and training
* Flexible working hours and the possibility of working from home or part-time
* A warm and welcoming team culture
Why Choose Us?
If you are looking for a new challenge and want to be part of a dynamic and forward-thinking company, we would love to hear from you.
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