Experienced Paraplanner: Reports, Research & Client Support

Bond Recruitment Ltd; Rotherham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A national firm of IFAs is seeking an experienced Paraplanner to join their Rotherham team. The role involves writing Financial Planning Reports, providing technical support to Financial Advisers, and conducting research on clients' financial needs. Ideal candidates will have experience in a Financial Advice firm, possess excellent communication and organisational skills, and be comfortable using office software. The firm offers a supportive environment that encourages professional development.

Qualifications

• Experience in a Financial Advice firm is essential.
• Ability to manage and prioritise workloads effectively.
• Flexibility to adapt to changes in the work environment.

Responsibilities

• Write Financial Planning Reports that Advisers present to clients.
• Conduct research on products and assist with client queries.
• Maintain accurate and compliant client records.

Skills

Financial report writing

Outstanding communication skills

Analytical skills

Organisational abilities

IT proficiency (Word, Excel, PowerPoint)

Team collaboration

Education

Diploma qualification in Financial Planning or related field

Job description

A national firm of IFAs is seeking an experienced Paraplanner to join their Rotherham team. The role involves writing Financial Planning Reports, providing technical support to Financial Advisers, and conducting research on clients' financial needs. Ideal candidates will have experience in a Financial Advice firm, possess excellent communication and organisational skills, and be comfortable using office software. The firm offers a supportive environment that encourages professional development.