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Financial Planning Specialist

2 months ago


Marlborough, Wiltshire, United Kingdom Cameron James Full time
Paraplanner Vacancy at Cameron James

We are seeking a skilled Paraplanner to support our Financial Planners in delivering exceptional client service and high-quality financial advice in Marlborough, Wiltshire.

Key Responsibilities
  • Produce comprehensive Financial Planning Reports that meet the highest standards of quality and compliance.
  • Conduct in-depth research on clients' existing and potential arrangements to identify opportunities for improvement.
  • Collaborate with Financial Planners to develop tailored solutions that meet clients' financial objectives.
  • Maintain accurate and up-to-date client records on our company software.
  • Stay up-to-date with the latest financial products and legislation to ensure our clients receive the best possible advice.
Requirements
  • Proven experience in a Financial Advice firm, with a strong background in Paraplanning and report writing.
  • Diploma qualification in a relevant field is desirable, but not essential if you have the relevant skills and experience.
  • Excellent analytical and problem-solving skills, with the ability to produce high-quality business correspondence.
  • Proficient in IT and office software packages, including Word, Excel, and PowerPoint.
Benefits
  • Competitive salary, dependent on experience and qualifications.
  • 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, and other benefits.