Are you passionate about financial planning and eager to contribute to a team renowned for excellence? Do you thrive in an environment where your analytical skills and dedication to client service can shine? If so, my client, a leading light in the financial advisory sector, is looking for a Paraplanner like you!
In this vital role, you'll be immersed in a variety of tasks designed to support clients' financial well-being. Your day-to-day will involve preparing detailed client reports, obtaining financial product quotations, and ensuring our clients are equipped with the necessary information during their financial planning journey. Your ability to handle detailed tasks, from preparing meeting packs to conducting thorough research, will be paramount. Moreover, your proficiency with tools like Excel and your familiarity with financial systems, particularly Intelliflo, will stand you in good stead—though rest assured, training is on hand to enhance your skills.
Benefits include:
- £30k-£40k salary with a clear path for progression.
- Comprehensive training and support for further qualifications.
- On-site parking
- A supportive and collaborative work environment.