Are you an experienced and knowledgeable Paraplanner looking for an exciting new opportunity in the financial industry? Our client, a well-established financial services company, is seeking a Level 4 qualified Paraplanner to join their team in Preston or the Fylde Coast (hybrid).
As a Paraplanner, you will be responsible for providing high-quality support to the Financial Director and their clients (1:1 ratio). You will be involved in researching financial products, investments and providing reports, as well as helping to prepare and implement financial plans.
Key responsibilities:
- Preparing reports and recommendations for clients
- Assisting in the preparation and implementation of financial plans
- Maintaining accurate records of client information and transactions
To be successful in this role, you will need:
- A Level 4 Diploma in Financial Planning or equivalent qualification
- Previous experience working as a Paraplanner
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Attention to detail and ability to work well under pressure
- Knowledge of financial planning software and tools
If you are a highly motivated and driven individual with a passion for financial planning, we would love to hear from you. This is a fantastic opportunity to work with a supportive and dynamic team, and we offer a competitive salary package based on experience. This role is also a hybrid position with remote options available.
To apply for this job email your details to Charlotte@burtonrecruitment.com
