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Paraplanner

  • Essex
  • Permanent
  • 50000

Job details.

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.

Position Overview:

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.

Key Responsibilities:

  • 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.

Requirements:

  • 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.

Benefits:

  • 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.

Sector:

  1. Financial Services

Michael Groves

Founder & Key Account Manager

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