Para - planner

Job Overview

We are seeking a detail-oriented and proactive Paraplanner to join our team. The ideal candidate will play a crucial role in supporting financial planners by preparing comprehensive reports and conducting thorough analyses. This position requires strong organisational skills, effective communication abilities, and a solid understanding of financial services. The Paraplanner will be instrumental in ensuring that clients receive exceptional service and tailored financial solutions.

Duties

• Prepare detailed reports for financial planners, ensuring accuracy and compliance with regulatory standards.
• Conduct analysis of client financial situations, including investments, savings, and liabilities.
• Assist in the development of financial plans by gathering necessary information from clients and other sources.
• Maintain up-to-date knowledge of financial services products and market trends to provide informed recommendations.
• Communicate effectively with clients to gather information, answer queries, and provide updates on their financial plans.
• Organise client files and documentation, ensuring all records are accurate and easily accessible.
• Utilise Microsoft Office applications (Word, Excel, Outlook) to create documents, manage schedules, and analyse data efficiently.
• Provide administrative support to the financial planning team as needed.

Requirements

• Proven experience in a paraplanning or similar role within the financial services sector is preferred.
• Strong report writing skills with the ability to present complex information clearly and concisely.
• Excellent analytical skills to assess client needs and develop appropriate solutions.
• Effective communication skills for interacting with clients and colleagues professionally.
• Solid understanding of financial planning principles and practices.
• Strong organisational skills with the ability to manage multiple tasks effectively.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is essential.
• Previous customer service experience is advantageous.
• IT proficiency with an aptitude for learning new software applications quickly.
• Strong time management skills to meet deadlines consistently. We invite qualified candidates who are passionate about providing exceptional service in the financial sector to apply for this exciting opportunity as a Paraplanner.

Job Type: Full-time

Pay: £27,000.00-£35,000.00 per year

Benefits:

• Company pension
• Private medical insurance
• Sick pay

Work Location: In person