Paraplanner — Research‑Driven Financial Planning Specialist

Chase De Vere Independent Financial Advisers; Bath; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking an experienced paraplanner to enhance their financial services. You will analyze market trends and work closely with financial advisers to provide comprehensive advice to clients. Applicants should possess a Diploma in Regulated Financial Planning and have at least 2 years of paraplanning experience. The ideal candidate will thrive on teamwork and possess a keen attention to detail.

Qualifications

• Minimum of 2 years experience as a paraplanner.
• Striving to complete your Diploma in Regulated Financial Planning.
• Ability to work independently.

Responsibilities

• Research and analyze market trends.
• Work closely with financial advisers to provide ongoing services.
• Deliver independent financial research and advice.

Skills

Technical knowledge in financial planning

Attention to detail

Teamwork and collaboration

Education

Diploma in Regulated Financial Planning

Job description

A leading financial advisory firm in the UK is seeking an experienced paraplanner to enhance their financial services. You will analyze market trends and work closely with financial advisers to provide comprehensive advice to clients. Applicants should possess a Diploma in Regulated Financial Planning and have at least 2 years of paraplanning experience. The ideal candidate will thrive on teamwork and possess a keen attention to detail.