Global Paraplanning Expert

4 weeks ago


London, Greater London, United Kingdom Click and Connect Online Limited Full time
Paraplanner - Global Remote Working Opportunity

We are seeking a skilled Paraplanner to join our global team, working remotely from anywhere in the world. As a Paraplanner, you will play a crucial role in supporting our financial advisors and wealth managers in delivering comprehensive financial planning and investment advice to their clients.

Key Responsibilities:
  • 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 the creation and implementation of 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 accurate and secure client files and documentation.
Requirements:
  • 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.
What We Offer:
  • Global remote working opportunity, offering flexibility and work-life balance.
  • Collaborative and inclusive work environment.
  • Competitive compensation package.
  • Professional development and growth opportunities.
  • Access to cutting-edge technology and resources.

If you are a skilled Paraplanner looking for a global remote working opportunity, we would love to hear from you. Please submit your resume, along with a cover letter highlighting your relevant experience and qualifications, to the email address provided.


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