Paraplanner

www.topfinancialjobs.co.uk - Jobboard; City of Edinburgh; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading independent group of Financial Advisors is seeking a dedicated Paraplanner to join their remote team. This role involves supporting financial advisors by preparing comprehensive financial plans and ensuring clients receive the best advice. The company offers a supportive work environment, professional development opportunities, and a commitment to work-life balance.

Benefits

Professional development opportunities

Healthy work-life balance

Supportive work environment

Qualifications

• Proven experience as a Paraplanner.
• Strong understanding of financial products and services.
• Ability to work collaboratively and independently.

Responsibilities

• Support financial advisors by preparing comprehensive financial plans.
• Craft tailored solutions that align with clients' needs.
• Ensure high-quality reports and exceptional service.

Skills

Analytical skills

Communication skills

Attention to detail

Education

Level 4 Diploma in Financial Advice

Tools

2Plan platform

Job description

Description: Exciting Opportunity for a Permanent Paraplanner (remote)

Be-Resourcing is thrilled to assist our client (an independent group of Financial Advisors with a fantastic client book) in their search for a dedicated Paraplanner to join their team. In this role, you will play a crucial part in supporting financial advisors by preparing comprehensive financial plans and having a direct impact on clients' financial futures. Your keen attention to detail and analytical skills will be essential as you craft tailored solutions that align with the needs and goals of clients, ensuring that they receive the best advice and service possible.

• Proven experience as a Paraplanner.
• Strong understanding of financial products and services, including investments, pensions, and protection.
• Excellent analytical and research skills to support the preparation of high-quality reports
• Strong communication skills, both written and verbal, to effectively convey complex information.
• Ability to work collaboratively within a team environment and also independently.
• Attention to detail and a commitment to delivering exceptional service and to sense check documents.
• Relevant qualifications such as Level 4 Diploma in Financial Advice (or equivalent) are preferred.
• Experience to 2Plan platform is beneficial but not essential

Joining our client's team as a Paraplanner not only provides you with a rewarding career opportunity, but also offers a supportive work environment where your contributions are valued. You will have access to professional development opportunities that will enhance your skills and knowledge within the financial services industry. The company promotes a healthy work-life balance and is committed to fostering a culture of collaboration and growth. If you are ready to take the next step in your career and make a significant impact, we encourage you to apply.