Paraplaner

Job Overview
We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services. The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients.
Responsibilities
* Conduct thorough research on financial products and strategies.
* Prepare detailed financial reports and analyses.
* Assist in creating customized financial plans tailored to clients' needs.
* Liaise with clients to gather the necessary information for financial planning.
* Support advisors in preparing for client meetings and presentations.
Skills
* Proficiency in Microsoft Excel, Word, and Outlook.
* Strong IT skills, particularly with financial software and tools.
* Excellent communication skills for effective client interactions.
* Prior experience in customer service within financial services is advantageous.
* Strong administrative skills for managing office tasks.
* Good time management abilities to meet deadlines and prioritize tasks.
* Experience with cash flow modeling, Xplan, or similar CRM systems, and familiarity with various financial providers is highly desirable.
Qualifications
We are looking for a self-motivated and fully experienced Paraplanner who is aiming for a long-term leadership position within our department. The ideal candidate will be working toward becoming the head of the department as part of this role.
Please note: This position is for an experienced Paraplanner only. If you are seeking a trainee role or do not have the required experience, we kindly ask that you do not apply.
Job Type: Full-time
Pay: From £40,000.00 per year