Paraplanner - Braintree

TN United Kingdom; Ingatestone; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Paraplanner to enhance their financial planning practice. In this role, you will collaborate with a team of planners to provide exceptional financial services, focusing on client outcomes and regulatory compliance. The ideal candidate is level 4 Diploma qualified or pursuing this qualification, with strong analytical skills and a passion for teamwork. This position offers the chance to grow within a prestigious firm, contributing to best practices and client satisfaction. If you have a keen eye for detail and a desire to excel in financial planning, this opportunity is perfect for you.

Qualifications

• Preferably level 4 Diploma qualified or working towards the qualification.
• Keen to progress towards Chartered status.

Responsibilities

• Deliver a highly personalised holistic financial planning service.
• Create cashflow models and write up Lifestyle Financial Plans.
• Ensure all regulatory and compliance standards are met.

Skills

Analytical skills

Communication skills

Teamwork

Organisational skills

Attention to detail

Education

Level 4 Diploma

Tools

Truth software

Job description

Social network you want to login/join with:

We are currently recruiting for a Financial Planning practice based in Braintree that are looking for a Paraplanner to join their team, focusing on providing a high quality financial planning and investment management service. Due to expansion, they are looking for a Paraplanner to support the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

Requirements

The ideal candidate would have the following attributes:

• Preferably level 4 Diploma qualified or working towards the qualification
• Keen to progress towards Chartered status
• Analytical and intuitive nature
• Works well in a team
• Has a desire to achieve great client outcomes
• Excellent written and verbal communication skills and attention to detail
• Highly organised, self-motivated and disciplined
• Familiar with cashflow planning. Working with Truth software would be preferred but not a prerequisite.

Duties

Duties to include:

• Working alongside the team of planners to deliver a highly personalised holistic financial planning service
• Analysing client data, creating cashflow models, and writing up Lifestyle Financial Plans
• Research and analysis
• Attend client meetings and communicate with clients directly
• Ensure all regulatory and compliance standards are met
• Contribute to the ongoing development of best practices and processes within the team.