Paraplanner

Seeking a highly skilled Experienced Paraplanner! Our client, a dynamic and growing investment firm, is looking for a detail-oriented and strategic financial professional to bolster their team. If you thrive on providing top-tier client support and deep financial analysis, this opportunity is for you.

• Minimum 3 years of dedicated paraplanning experience in financial services.
• Level 4 Financial Planning qualification (or in progress).
• Exceptional analytical and communication abilities.
• Strong attention to detail.
• Proficiency in Microsoft Office and Outlook.
• Intelliflo experience preferred.
• In-depth knowledge of investment and pension products, including all case types, onshore/offshore bonds, and gift trusts.

In this vital role, you'll:

• Prepare detailed pre-meeting client packs (schedules, valuations, performance).
• Generate comprehensive suitability reports.
• Perform thorough fund and product research.
• Manage investment transaction documentation.
• Accurately maintain back-office systems.
• Utilize your extensive knowledge of general investment products and pensions.

If you're an experienced paraplanner ready for your next challenge, get in touch now!