Job Summary
We are seeking an experienced Financial Paraplanner/Adviser to join our dynamic team. The successful candidate will play a vital role in supporting financial planning activities, preparing reports, and delivering exceptional client service. This position offers an excellent opportunity for a professional with a strong background in financial services and organisational skills to contribute to our clients' financial success. The role involves analysing financial data, preparing documentation, and assisting advisers in delivering tailored financial solutions.
Responsibilities
- Prepare comprehensive reports and analysis documents to support financial planning processes.
- Assist in developing personalised financial plans by gathering and analysing client information.
- Maintain accurate and organised client records using Microsoft Office applications, including Word, Excel, and Outlook.
- Support advisers with administrative tasks such as scheduling meetings and managing correspondence.
- Conduct research on financial products and market trends to inform advice strategies.
- Communicate effectively with clients to gather information and explain complex financial concepts clearly.
- Ensure compliance with regulatory requirements and internal policies during all client interactions and documentation processes.
- Contribute to the continuous improvement of administrative procedures within the team.
Skills
- Proven experience in report writing, analysis skills, and financial services.
- Strong communication skills, both written and verbal, with the ability to explain complex information simply.
- Proficiency in Microsoft Office suite, particularly Word, Excel, and Outlook; familiarity with IT systems relevant to financial planning is desirable.
- Excellent organisational skills with the ability to manage multiple tasks efficiently under tight deadlines.
- Sound knowledge of financial planning principles and customer service best practices.
- Effective time management skills to prioritise workload effectively.
- Previous administrative experience within a financial services environment is advantageous. This role offers a rewarding environment for professionals eager to develop their career within the financial planning sector while providing valuable support to clients and advisers alike.
Our firm delivers excellent service and high level advice to a wide range of clients, families, businesses and organisations. We specialise in true holistic independent financial services for our clients and operate the model that everyone is entitled to financial advice. We do not caveat minimum investment values or restrictions and offer our client access to all areas of financial services from finance and insurance to pensions and investments.
As the Financial Paraplanner / Adviser your role will be mainly involved in the investments and pensions and will be responsible for providing technical paraplanning support and/or advice, including financial research, report writing, formulation of advice and liaison with providers. The position will involve direct contact with the Advisor’s portfolio of clients as well as new clients, whilst working in tandem with other team members.
You will be an experienced Paraplanner / Adviser with at least 2 years experience and will have completed the industry standard Level 4 exams. You will be a Paraplanner / Adviser that enjoys working closely with the client portfolio and working in a team whilst adding value to the advice proposition.
Pay: £30,000.00-£40,000.00 per year
Benefits:
- Company events
- Company pension
- Financial planning services
Work Location: In person
