Senior Paraplanner

3 months ago


Liverpool, United Kingdom Click and Connect Online Limited Full time

CompanyOverview:

My client isa prestigious private wealth advisory firm dedicated to servinginternational investors and expatriates globally. Renowned fordelivering exceptional financial planning and investment solutionsthey are committed to excellence and innovation in wealthmanagement. As they continue to expand their operations they areseeking a highly skilled and experienced Senior Paraplanner to jointheir team and support their financial advisors in deliveringtopnotch services to their clients.

Role Overview:

The Senior Paraplanner will play a critical role insupporting the financial advisors by preparing detailed financialreports conducting indepth research and developing comprehensivefinancial plans. This individual will be instrumental in ensuringthat clients receive personalized and strategic advice tailored totheir unique financial goals. The ideal candidate will haveextensive experience in paraplanning strong analytical skills and adeep understanding of financial products and regulations.

KeyResponsibilities:

Financial Planning Support: Collaborate withfinancial advisors to prepare detailed financial plans and reportsensuring accuracy and compliance with regulatorystandards.

Research andAnalysis: Conduct thorough research and analysis onfinancial products market trends and investment opportunities tosupport the development of client strategies.

Client Documentation:Prepare and maintain all necessary documentation for clientmeetings including financial summaries investment proposals andrisk assessments.

Compliance andRegulations: Ensure all financial plans anddocumentation adhere to industry regulations and company policiesmaintaining the highest standards of compliance.

Technical Expertise: Utilisefinancial planning software and tools to enhance the efficiency andeffectiveness of the financial planning process.

Collaboration: Work closelywith financial advisors client service teams and other departmentsto ensure seamless communication and delivery of clientservices.

ContinuousImprovement: Stay updated on industry developmentsfinancial products and regulatory changes to continually enhancethe quality of financial planning services provided.

Qualifications:

Experience: 5 years ofexperience in paraplanning financial planning or a related fieldpreferably within the wealth management or financial servicesindustry.

Education: A relevant degree in finance economics ora related field with additional certifications such as CFP CII orequivalent being highly desirable.

Analytical Skills: Stronganalytical and problemsolving skills with the ability to interpretcomplex financial data and develop strategicrecommendations.

Attention toDetail: Meticulous attention to detail ensuringaccuracy and precision in all financial documentation andanalysis.

CommunicationSkills: Excellent verbal and written communicationskills with the ability to present complex information clearly andconcisely.

TechnologyProficiency: Proficient in financial planningsoftware Microsoft Office Suite and other relevant tools andplatforms.

TeamPlayer: Ability to work collaboratively withcrossfunctional teams and contribute to a positive and dynamic workenvironment.

If you are adedicated and detailoriented professional with a passion forfinancial planning my client invites you to apply for thisrewarding opportunity. Join their esteemed team and contribute tothe success of a leading wealth advisory firm by deliveringexceptional service and support to their valuedclients.

Remote Work :

No


  • Paraplanner

    3 weeks ago


    Liverpool, United Kingdom Ferguson Dean Full time

    A rapidly expanding regional IFA firm in Liverpool are looking to recruit an additional paraplanner. The firm have offices throughout the North West, with the ability to work out of either Cumbria or Cheshire, as well as the option to be completely remote based. They are able to offer the opportunity to move into management as well as compliance for the...

  • Paraplanner

    2 weeks ago


    Liverpool, United Kingdom Ferguson Dean Full time

    Job Description A rapidly expanding regional IFA firm in Liverpool are looking to recruit an additional paraplanner. The firm have offices throughout the North West, with the ability to work out of either Cumbria or Cheshire, as well as the option to be completely remote based. They are able to offer the opportunity to move into management as well as...


  • Liverpool, Liverpool, United Kingdom GB035 Mercer (UK) Limited Full time

    Description:Mercer, a business of Marsh McLennan, is a global leader in helping clients realise their investment objectives, shape the future of work and enhance health and retirement outcomes for their people.Our Private Wealth Team are currently seeking candidates for the following position:Senior Paraplanner – London/Bournemouth/UK Wide (hybrid/remote...

  • Paraplanner

    3 weeks ago


    Liverpool, UK, Merseyside, United Kingdom Ferguson Dean Full time

    A rapidly expanding regional IFA firm in Liverpool are looking to recruit an additional paraplanner. The firm have offices throughout the North West, with the ability to work out of either Cumbria or Cheshire, as well as the option to be completely remote based. They are able to offer the opportunity to move into management as well as compliance for the...


  • Liverpool, Liverpool, United Kingdom Exchange Street Claims & Financial Services Full time

    At Exchange Street Claims & Financial Services, we offer a unique opportunity for an experienced Paraplanner to join our team. As a key member of our financial planning department, you will play a vital role in delivering exceptional client service and contributing to the growth of our business.About the RoleWe are seeking a highly skilled and motivated...


  • Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time

    Company Overview:Click and Connect Online Limited is a leading 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.Role Overview:The Senior Paraplanner will play...


  • Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time

    Company Overview:Click and Connect Online Limited is a leading 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.Role Overview:The Senior Paraplanner will play...