Paraplanner – Career Growth in Financial Planning

Fairstone Group Ltd; Wendover; On-site; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Company pension scheme

25 days annual leave increasing to 30

Electric vehicle scheme

Purchase of additional holidays

Family friendly policies

Cycle to work

Job summary

Fairstone Group Ltd in Wendover is seeking a detail-oriented Paraplanner to join our financial services team. You will support financial advisers by preparing reports, analysing client data and assisting with the development of comprehensive financial plans.

This is an excellent opportunity to develop your career within a professional environment. The role is suitable for individuals with strong organisational skills who are eager to develop experience in the financial services industry, with

Qualifications

• Diploma in regulated financial planning or working towards the qualification.
• Efficient in problem solving.
• Ability to analyse information and data with a critical mind set.
• Ability to build relationships with key stakeholders.
• Technically proficient.

Responsibilities

• Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to ensure smooth running of services for clients and advisers.
• Analysing the data, researching, and building recommendations.
• Dealing with clients both on the telephone and face to face.
• Dealing with complex cases, creating reports to accurately articulate the advice provided.
• Researching, creating compelling, accurate and professional reports for clients.

Skills

Problem solving

Data analysis

Stakeholder relationships

Attention to detail

Financial planning knowledge

Education

Diploma in regulated financial planning

Job description

Fairstone Group Ltd in Wendover is seeking a detail-oriented Paraplanner to join our financial services team. You will support financial advisers by preparing reports, analysing client data and assisting with the development of comprehensive financial plans.

This is an excellent opportunity to develop your career within a professional environment. The role is suitable for individuals with strong organisational skills who are eager to develop experience in the financial services industry, with