Paraplanner

Job Description

Paraplanner

About the Company:
Were hiring for our client a trusted financial planning firm that provides tailored advice to help clients achieve their goals from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach long-term client relationships and commitment to quality advice.

Top 3 Things to Know About this Job:

1. Established reputable financial planning firm with a supportive professional team

2. Varied workload across pensions investments and protection

3. Hybrid working with excellent progression opportunities

Key Responsibilities:

• Prepare detailed Financial Planning Reports for Advisers to present to clients

• Conduct research and analysis on financial products and solutions to support tailored recommendations

• Assist with client reviews and handle day-to-day client queries

• Submit and monitor applications with product providers

• Maintain accurate and compliant client records within the companys systems

• Prepare client review packs illustrations and documentation as required

• Keep up to date with financial products legislation and regulatory changes

• Work in line with firm and industry guidelines maintaining compliance and data integrity standards

Requirements:

• Proven experience within a financial advice or wealth management firm including report writing and technical support

• Diploma-qualified (or working towards this) preferred though strong paraplanning experience will also be considered

• Excellent written and verbal communication skills with strong attention to detail

• Analytical and problem-solving skills with the ability to interpret complex information

• Reliable organised and able to manage multiple tasks and deadlines

• Team player with a professional and positive approach