Paraplaner

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