This is a key opportunity to contribute to the growth of our financial planning firm.
Job Title:
Hybrid Paraplanner
Location:
The Midlands
You will provide a comprehensive paraplanning service to our Senior Financial Advisors, ensuring exceptional client service and adherence to regulatory requirements.
About the Role:
* Deliver a full paraplanning function, supporting the development of client plans and advice.
* Collaborate closely with Financial Advisors to ensure seamless communication and delivery of services.
* Contribute to the development of business processes and procedures, driving efficiency and quality.
Your Responsibilities:
* Provide high-quality paraplanning support to Senior Financial Advisors, including plan development, research, and data analysis.
* Maintain accurate and up-to-date records, adhering to regulatory requirements.
* Participate in ongoing training and professional development, staying updated on industry trends and best practices.
Salary:
£30,000 - £40,000 per annum, depending on experience.
Why Join Us:
We offer a dynamic and supportive work environment, with opportunities for career growth and development. Our team is committed to delivering exceptional client service, and we're seeking like-minded individuals to join us in achieving this goal.