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Financial Planning Support Specialist
2 months ago
We are seeking a skilled Paraplanner or Senior Paraplanner Team Leader to support our financial advisers in delivering exceptional client service. As a key member of our team, you will provide technical research and report writing support, attending meetings as required.
Key Responsibilities- Assist financial advisers with technical research and report writing
- Support the development of cashflow models, pensions, investment, and estate/tax planning services
- Communicate effectively with clients and colleagues to deliver high-quality results
- Contribute to the growth and success of our financial planning team
- Diploma qualified or close to obtaining, with a minimum of 2 years' experience in financial planning/wealth management
- Strong software, IT skills, and back office experience
- Excellent communication and interpersonal skills
- A keen eye for detail and ability to work in line with FCA legislation/regulations
We provide a flexible and attractive package, including opportunities for career development and growth. If you are a motivated and experienced professional looking to join a dynamic team, please get in touch to discuss this opportunity further.