Paraplanner Professional

2 weeks ago


Inverness, Highland, United Kingdom The Recruitment Council Full time
Job Overview:

We are seeking a highly skilled Financial Paraplanner to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for supporting clients and business partners, ensuring the delivery of high-quality financial plans.


Responsibilities:
  • Work closely with the CEO/Lead Adviser to develop and implement effective client management strategies.
  • Prepare comprehensive financial plans and reviews, including investment planning reports and recommendations.
  • Maintain accurate records of client contact information in our CRM system.

Duties:
  • Collaborate with the business to meet client financial needs and provide expert advice on investments, estate planning, and budgeting.
  • Develop and deliver quarterly and annual reviews, including financial planning reports and risk assessment reports.

Requirements:
  • 3-5 years' experience in financial planning with a strong understanding of life, investments, estate planning, and budgeting.
  • Possess excellent communication and organizational skills, with the ability to work effectively in a team environment.

The successful candidate will have a Postgraduate Diploma or B.Com Honours in Financial Planning, with a strong passion for delivering exceptional results in a fast-paced environment. This is an excellent opportunity to advance your career in financial services with a competitive salary range of $90,000 - $110,000 per annum.



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