Parraplanner

Looking for that next step in your career?
Our client is seeking a Senior Paraplanner to join their team who can bring their technical expertise.
**Duties of Paraplanner**:

- Gather and review information to provide appropriate advice to clients.
- Write clear and professional reports on client suitability efficiently.
- Address challenges quickly and find practical solutions.
- Stay informed about new products, regulations, and industry changes.
- Ensure all documents are completed correctly and precisely.
- Maintain performance levels as outlined in key objectives.
- Guide and support the Paraplanning Team to help them improve.
- Ensure effective communication and cooperation between departments.
- Follow all rules and regulations closely.

**Essential**:

- Level 4 Diploma in Financial Planning
- Strong understanding of financial products, regulations, and market dynamics.
- Strong communication skills
- Strong attention to detail
- Excellent interpersonal skills
- Excellent time management and organisation skills
- Ability to act professionally, with an enthusiastic and positive attitude.