Paraplanner

Your new companyDue to continued and steady growth, an excellent opportunity has arisen with a growing and forward-thinking firm of Chartered Financial Planners for an experienced Paraplanner. Flexible working culture, option for hybrid-working.Your new roleProviding technical support to financial planners to establish client needs, assessing their goals and longer-term objectives, presenting solutions and being involved with ongoing reviews. Key responsibilities include research and preparing suitability reports with recommendations, identifying areas of advice which could be beneficial to clients and developing financial strategies. You will be a key point of contact for clients for all technical matters and ongoing relationship management.What you'll need to succeedEssential to be minimum Level 4 Diploma qualified, have strong technical knowledge of financial planning, research and report writing skills. The role also requires the ability to articulate complex information in a clear manner and good client relationship skills. What you'll get in returnIn addition to a competitive salary and benefits package, this is a very good career opportunity with a growing firm which invests in its people and offers excellent long-term prospects.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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