Paraplanner

2 weeks ago

Market Harborough UK, Leicestershire, United Kingdom Heat Recruitment Full time

Paraplanner - Market Harborough, UK - Up to £40,000 per annum.


We are working with a firm who is dedicated to providing top-notch financial planning services to a diverse clientele. The team of professionals is committed to delivering tailored financial solutions that help clients achieve their financial goals. The company is currently seeking a skilled and motivated Paraplanner to join the growing team in Market Harborough.


This vacancy will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support. The successful candidate will work closely with advisors to ensure clients receive the highest quality financial planning services.


Key Responsibilities:

  • Conducting thorough research and analysis on various financial products and services.
  • Preparing detailed financial plans and reports for clients.
  • Assisting in the creation and review of client investment portfolios.
  • Maintaining up-to-date knowledge of financial regulations and industry standards.
  • Providing technical support and guidance to Financial Advisors.
  • Liaising with clients to gather necessary information and documentation.
  • Ensuring all client information is accurately recorded and maintained.


Requirements:

  • Previous experience in a paraplanning role.
  • Strong understanding of financial planning, investment products, and regulatory requirements.
  • Excellent analytical and research skills.
  • Proficiency in using financial planning software and tools.
  • Exceptional attention to detail and accuracy.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Relevant qualifications in financial planning (e.g., Diploma in Financial Planning) are highly desirable.


Benefits:

  • Salary is £30,000 to £40,000 (DOE).
  • Opportunities for professional development and career progression.
  • Supportive and collaborative work environment.
  • Flexible working arrangements.
  • A chance to work with a dynamic and experienced team of financial professionals.


Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.


Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career

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