Paraplanner

This well-established wealth management company that prides itself on delivering tailored financial advice to HNW individuals. They are looking for a dedicated and detail-oriented Paraplanner to join the team. If you have a passion for financial planning and want an excellent employer to work for, we want to hear from you!

Prepare financial plans, reports, and recommendations for clients.

Conduct research on financial products, investment strategies, tax issues, and pensions.

Assist in the creation and maintenance of client records, ensuring accuracy and compliance.

Liaise with clients and third parties, ensuring seamless communication and timely service.

Help with regulatory and compliance matters, ensuring that all work is completed according to financial regulations.

Stay up to date with market trends, financial products, and changes in regulations.

Work as part of a collaborative office environment, making suggestions and recommendations.

Experience working as a Paraplanner or in a similar financial planning support role.

Strong understanding of financial planning processes, products, and services.

Excellent written and verbal communication skills.

Attention to detail and a proactive approach to problem-solving.

Level 4 Diploma in Financial Planning (or equivalent).

A strong commitment to continuous learning and professional development.

Full benefits provided, Pension scheme, healthcare, flexible working, etc.

Opportunities for career progression.

Ongoing professional training and development support.

Please send your CV and a cover letter to david@advanceyourcareer.com or link to application portal.