Paraplanner

Paraplanner
- Richmond

Location:

Richmond Job Type: Full-time Salary: £45000 We are excited to offer a fantastic opportunity for a Diploma-qualified Paraplanner to advance their career within a well-established and rapidly growing company. As a Paraplanner, you will play a crucial role in supporting financial advisers and ensuring the delivery of high-quality financial advice to clients. Day-to-day of the role:
Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Utilise financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay updated on industry trends, regulations, and changes in financial markets.

Research financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Required Skills &

Qualifications:

Hold the CII Level 4 Diploma or equivalent. Good knowledge of investments, pensions, personal tax, estate planning, and protection. Experience in maintaining good working relationships in the delivery of financial advice services or a similar environment. Competent IT skills, including proficiency in Word, Excel, Outlook, and financial services back-office systems like Genovo and Intelliflo Office. Strong analytical skills with the ability to assess information, make comparisons, and identify critical features.

Excellent communication skills, both verbal and written, with the ability to deal with individuals at all levels. Team-oriented with a strong sense of professional integrity and the flexibility to adapt to continual service development and improvement. Benefits:
Competitive salary and benefits package. Opportunities for professional development, including support towards achieving Chartered status. A supportive and dynamic work environment.

To apply for this Paraplanner position, please submit your CV to detailing your relevant experience and why you are interested in this role.