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Global Financial Services Paraplanner Opportunity

1 month ago

London, Greater London, United Kingdom Click and Connect Online Limited Full time

We are seeking a skilled Paraplanner to join our dynamic team at Independent Resourcing Consultancy Ltd. This role offers a unique chance to work remotely as part of a global financial services company.

Our team is comprised of highly skilled professionals dedicated to delivering exceptional financial solutions to clients. With a commitment to innovation and client-focused approach, we strive to be at the forefront of the industry.

Role and Responsibilities:

As a Paraplanner, you will play a crucial role in supporting financial advisors and wealth managers in delivering comprehensive financial planning and investment advice to clients.

  • Conduct thorough research and analysis of client financial situations, investment options, and market trends.
  • Prepare accurate and detailed financial reports, plans, and recommendations.
  • Assist in creating and implementing personalized financial strategies.
  • Collaborate with the advisory team to provide exceptional client service and support.
  • Stay up-to-date with industry regulations and compliance standards.
  • Maintain client files and documentation accurately and securely.
Qualifications and Skills:

To be successful in this role, you will require:

  • Proven experience as a Paraplanner within the financial services industry.
  • Strong knowledge of financial planning concepts and investment products.
  • Proficient in using financial planning software and CRM systems.
  • Excellent analytical and research skills with attention to detail.
  • Effective communication skills, both written and verbal.
  • Ability to work independently and manage multiple tasks efficiently.
  • Familiarity with global financial regulations and compliance standards.
Benefits:

This role offers a range of benefits, including:

  • A competitive salary: £45,000 - £60,000 per annum (dependent on experience).
  • Global remote working opportunity, offering flexibility and work-life balance.
  • Collaborative and inclusive work environment.
  • Professional development and growth opportunities.
  • Access to cutting-edge technology and resources.