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Senior Financial Planner

2 months ago

Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time
{"Role Overview": "

At Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Senior Paraplanner to support our financial advisors in delivering exceptional services to our clients.

", "Key Responsibilities": "
  • Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with regulatory standards.
  • Conduct thorough research and analysis on financial products, market trends, and investment opportunities to support the development of client strategies.
  • Prepare and maintain all necessary documentation for client meetings, including financial summaries, investment proposals, and risk assessments.
  • Ensure all financial plans and documentation adhere to industry regulations and company policies, maintaining the highest standards of compliance.
  • Utilize financial planning software and tools to enhance the efficiency and effectiveness of the financial planning process.
  • Work closely with financial advisors, client service teams, and other departments to ensure seamless communication and delivery of client services.
  • Stay updated on industry developments, financial products, and regulatory changes to continually enhance the quality of financial planning services provided.
", "Qualifications": "
  • 5 years of experience in paraplanning, financial planning, or a related field, preferably within the wealth management or financial services industry.
  • A relevant degree in finance, economics, or a related field, with additional certifications such as CFP, CII, or equivalent being highly desirable.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop strategic recommendations.
  • Meticulous attention to detail, ensuring accuracy and precision in all financial documentation and analysis.
  • Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
  • Proficient in financial planning software, Microsoft Office Suite, and other relevant tools and platforms.
  • Ability to work collaboratively with cross-functional teams and contribute to a positive and dynamic work environment.
", "Company Overview": "

Our client is a prestigious private wealth advisory firm dedicated to serving international investors and expatriates globally. Renowned for delivering exceptional financial planning and investment solutions, they are committed to excellence and innovation in wealth management.

", "Contact Information": "

Please submit your application through our website.

", "Additional Information": "

No remote work options are available for this position.

", "Language": "en-US"}