We are seeking a detail-oriented and professional Paraplanner to join our team. The successful candidate will work closely with financial advisers to prepare comprehensive financial plans, conduct research, and ensure all advice meets compliance standards. This role offers flexibility with a hybrid working arrangement.
Job Requirements :
Key Responsibilities:
-Provide technical support to financial advisers by preparing client reports and suitability letters.
-Conduct detailed research on financial products and providers.
-Maintain accurate records and ensure compliance with financial regulations.
-Assist with the preparation of client review documentation.
-Support advisers in delivering excellent client service.
Job Requirements:
-Previous experience in a paraplanning or financial planning support role.
-Strong understanding of financial products, tax, pensions, and investment planning.
-Proficiency in using financial planning software and tools.
-Excellent written and verbal communication skills.
-Relevant qualifications (e.g., Diploma in Regulated Financial Planning) or working towards them.
-High attention to detail and ability to meet deadlines.
