This financial planning firm provides high-quality, comprehensive financial planning advice to individuals, families, and businesses.
We are seeking an experienced Paraplanner to join our team.
Role and Responsibilities:
* You will work closely with the Managing Director and a team of highly qualified Advisers to ensure clients receive an excellent level of service and all deadlines are met.
* Produce review documents that provide insightful analysis and recommendations for our clients.
* Develop and maintain accurate and detailed records of client information, including personal details, financial data, and correspondence.
* Collaborate with the team to identify opportunities for business growth and development.
Requirements:
* A degree in a relevant field or equivalent experience is required.
* Professional certifications such as Diploma in Financial Planning (DipFA) or Chartered Insurance Institute (CII) qualifications are preferred but not essential.
* Excellent communication and interpersonal skills are essential for this role.
* Able to work independently and as part of a team.
Salary:
£45,000 - £55,000 per annum depending on experience