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IFA Paraplanner
2 months ago
About Castle Wealth Ltd
We are a reputable and established financial services company seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service and delivering high-quality financial solutions.
Key Responsibilities
- Assist financial advisors in preparing reports and suitability letters for clients
- Conduct research and analysis on financial products and services to provide expert advice
- Develop and maintain strong technical knowledge of pensions, life, and investment products
- Utilize platforms and back-office systems to manage client data and transactions
- Ensure accuracy and attention to detail in all work produced
- Stay up-to-date with IFA compliance procedures and regulatory requirements
Requirements
- DipFA qualification or willingness to pursue
- Minimum 2 years of experience as a Paraplanner in a similar role
- Strong technical knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer
- A competitive salary and bonus structure
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A range of employee benefits, including a generous holiday allowance
