Paraplanner

MURVILLE CONSULTANCY LIMITED; Bath; On-site; GBP 30,000 - 45,000; Full time

Job summary

A well-established financial consultancy in Bath is seeking a Diploma qualified Paraplanner to support financial advisers and ensure high-quality advice. In this role, you will conduct comprehensive financial analysis, prepare investment proposals, and collaborate on customised strategies. Strong analytical and detail-oriented skills are essential, along with a solid understanding of financial products. Join a fast-growing team dedicated to delivering excellent service to clients.

Qualifications

• Diploma qualified paraplanner with strong analytical abilities.
• Proficient in conducting financial analysis and research.
• Must stay updated on industry trends and regulations.

Responsibilities

• Conduct comprehensive financial analysis.
• Gather and organise client financial information.
• Prepare and review investment proposals and reports.
• Collaborate with advisors to implement financial strategies.

Skills

Detail-oriented

Analytical skills

Financial analysis

Knowledge of financial products

Education

Diploma in a relevant field

Tools

Financial planning software

Job description

Job Description

This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers.

Role Objective

They are seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to clients.

Duties & Responsibilities

• Conduct comprehensive financial analysis to assist in the development of financial plans.
• Gather and organise client financial information, including income, expenses, assets, and liabilities.
• Use financial planning software to model various scenarios and projections.
• Prepare and review investment proposals and reports for clients.
• Collaborate with advisors to develop and implement customised financial strategies.
• Stay abreast of industry trends, regulations and changes in financial markets.
• Conduct research on financial products and investment opportunities.
• Ensure compliance with regulatory requirements and company policies.