We represent a long established and well respected Financial Advisory Practice based in Bishops Stortford, Essex. This company is renowned for its commitment to delivering high-quality financial planning services and seeks a motivated Paraplanner to join their dedicated team.
Are you a talented Paraplanner with a strong technical grasp of complex financial products and a drive to advance your career in the financial services industry? This is an exceptional opportunity for a Paraplanner to work closely with our Financial Planning Director in a supportive, positive, and friendly work environment.
- Collaborate closely with the Financial Planning Director to provide comprehensive financial planning services.
- Develop and maintain detailed financial reports, including cash flow modeling, risk assessments, and investment recommendations.
- Work with our advisory team to ensure the seamless implementation of financial plans.
- Stay current with industry regulations, financial product knowledge, and best practices.
- Deliver top-tier customer service and support, ensuring that our clients' needs are met effectively.
- Demonstrated proficiency in financial products, encompassing investments, pensions, protection, and tax planning.
- DipPFS Qualified or similar
- A commitment to delivering exceptional client service.
- Exceptional attention to detail and superb organizational skills.
- A strong aspiration to advance your career in financial planning.
- A positive attitude, excellent interpersonal skills, and a team-oriented mindset.
- Competitive salary (£40,000 - £50,000 per annum, depending on experience) and performance-based bonus.
- Flexibility with hybrid working options for a healthy work-life balance.
- Access to ongoing professional development and training opportunities.
- A welcoming and collaborative work environment.
An excellent opportunity for a career Paraplanner seeking a role within a friendly, positive working environment.
- Financial Services