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

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