Location
Cheam, Surrey | United Kingdom
Job description
Paraplanner - £40K plus - South London
Are you a Paraplanner looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications.
I’m working with a client who is looking for an experience paraplanner to join their team.
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.
Responsibilities:
- Assist financial advisers in preparing comprehensive financial plans and investment proposals for clients.
- Conduct research on various financial products, investment options, and market trends to support decision-making.
- Prepare client reports, presentations, and documentation in a clear and concise manner.
- Analyse client financial data and assist in identifying opportunities for optimizing their financial strategies.
- Collaborate with the advisory team to ensure accuracy and compliance with regulatory requirements.
- Maintain up-to-date knowledge of industry regulations and best practices.
Requirements:
- Level 4 CII Diploma qualified.
- Previous experience in a paraplanning role
- Strong analytical skills and attention to detail.
- Proficiency in financial planning software and Microsoft Office Suite.
- Excellent communication and interpersonal skills.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
if you are a dedicated and knowledgeable Paraplanner with the skills and experience required to support our Financial Planners in providing top-tier financial planning services, 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.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Job tags
Salary
