Paraplanner

Experienced Paraplanner needed - Shape the Future of Investment: Join Our Clients Dynamic Team!

Are you a highly motivated financial professional looking for your next challenge? Our client are seeking a talented individual to join our thriving and expanding investment team, where you'll play a pivotal role in delivering exceptional client service and strategic financial planning.

They are looking for someone with a solid foundation, with over three years of experience within a financial services firm, including valuable paraplanning expertise. If you're Level 4 Financial Planning qualified, or actively working towards achieving this in the near future, you're exactly who we'd love to hear from.

The ideal candidate will possess a sharp analytical mind, exceptional communication skills (both written and verbal), and a keen eye for detail. You'll be comfortable navigating Microsoft Office and Outlook, and any experience with the Intelliflo back-office system would be a significant advantage.

A comprehensive understanding of a diverse range of investment and pension products is essential.

In this role, you will be instrumental in:

• Crafting comprehensive pre-meeting client packs, including detailed schedules, valuations, and performance summaries.
• Developing insightful and tailored suitability reports.
• Conducting in-depth research into funds and products to inform client strategies.
• Managing the end-to-end documentation process for investment transactions.
• Maintaining and updating our back-office systems with precision.

If you're ready to contribute to a forward-thinking team and grow your career in a supportive environment, do get in touch!