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Job Overview

We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services. The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients.

Responsibilities

* Conduct thorough research on financial products and strategies.

* Prepare detailed financial reports and analyses.

* Assist in creating customized financial plans tailored to clients' needs.

* Liaise with clients to gather the necessary information for financial planning.

* Support advisors in preparing for client meetings and presentations.

Skills

* Proficiency in Microsoft Excel, Word, and Outlook.

* Strong IT skills, particularly with financial software and tools.

* Excellent communication skills for effective client interactions.

* Prior experience in customer service within financial services is advantageous.

* Strong administrative skills for managing office tasks.

* Good time management abilities to meet deadlines and prioritize tasks.

* Experience with cash flow modeling, Xplan, or similar CRM systems, and familiarity with various financial providers is highly desirable.

Qualifications

We are looking for a self-motivated and fully experienced Paraplanner who is aiming for a long-term leadership position within our department. The ideal candidate will be working toward becoming the head of the department as part of this role.

Please note: This position is for an experienced Paraplanner only. If you are seeking a trainee role or do not have the required experience, we kindly ask that you do not apply.

Job Type: Full-time
Pay: From £40,000.00 per year