We are working with a reputable financial advisory firm that has been serving small businesses and individuals since its founding. They take pride in their holistic approach to financial advising, aiming to help clients achieve their objectives by utilising a wide range of financial products and exclusive arrangements not available elsewhere. Their expertise extends to problem-solving, cost accounting, and contract law, making them a trusted partner for their clients’ financial needs.
The practice understand the value of specialised knowledge. That’s why they have a team of specialist support staff in the areas of pensions and investments. They also have established partnerships with corporate lawyers, family lawyers, and specialist tax consultants, ensuring clients receive comprehensive financial solutions.
Their mission is clear: to enhance clients’ wealth through tax control, improved investment returns, and effective risk management. They are now looking for a dedicated Paraplanner to join the team and contribute to their commitment to excellence in financial advising.
As a Paraplanner you will play a vital role in supporting the Financial Advisors and clients. You will be responsible for gathering and analysing client data, preparing financial reports, and assisting in the development of comprehensive financial plans. You will work closely with our team of experts to deliver tailored solutions to clients, contributing to their financial success.
- Relevant financial planning and paraplanning experience.
- Proficiency with financial software and tools.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to work collaboratively in a team environment.
Why apply for this role
- Competitive compensation and benefits package.
- Opportunity to work in a supportive and collaborative team.
- Access to specialised knowledge and continuous professional development.
- Exposure to a wide range of clients and financial scenarios.
- An inclusive and dynamic work environment that values innovation and growth.
If you are a motivated and detail-oriented individual with a passion for finance and a desire to make a positive impact on clients’ financial well-being, we invite you to apply.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support