Financial Services Professional

2 weeks ago


Boston, Lincolnshire, United Kingdom Templegate Recruitment Full time

About the Paraplanner Role:

The Paraplanner will collaborate closely with financial advisors to understand client needs and provide customized financial plans.

Effective communication with clients is crucial, as the Paraplanner will clarify financial goals, gather additional information, and address inquiries.

Key responsibilities include conducting thorough analyses of clients' financial situations, utilizing financial planning software to model scenarios, and producing tailored financial planning reports.

The ideal candidate will possess a Level 4 Diploma in Financial Advice (DipFA) or equivalent and have previous experience in a financial services or advisory role.

Requirements:

  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent verbal and written communication skills for effective client interaction.
  • Attention to detail and a high level of accuracy in preparing documentation.
  • Proficiency in financial planning software and Microsoft Office applications.
  • Strong organizational and time management skills to handle multiple tasks and deadlines.

Why Apply?

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this Paraplanner role.



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