Financial Planning Expert
5 days ago
A well-established Wealth Management firm is seeking a skilled Paraplanner to join their team. This is an excellent opportunity for a qualified professional to contribute to the success of the organization.
The estimated salary for this role is £55,000 - £75,000 per annum, depending on experience.
The successful candidate will be responsible for providing high-quality support to Financial Planners in delivering exceptional client service.
Responsibilities:- Paraplanning:
- Conduct thorough research and analysis to develop tailored investment recommendations for clients.
- Prepare comprehensive suitability reports and presentations for Financial Planners.
- Collaborate with colleagues to ensure seamless delivery of client services.
- Degree in a relevant field (e.g., finance, accounting, economics) or significant work experience in financial planning.
- Professional certifications (e.g., CII, R03) or equivalent experience in paraplanning.
- Strong analytical and problem-solving skills to interpret complex data and resolve issues.
- Excellent communication and interpersonal skills to build strong relationships with colleagues and clients.
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