Paraplanner - Focus Search and Selection : Job Details

Paraplanner

Join a leading wealth management team as an experienced Paraplanner, where your skills and ambition will thrive. This role is perfect for someone with a Level 4 Diploma in Regulated Financial Planning and at least 2 years of paraplanning experience.

Responsibilities:

• Conduct thorough financial research and prepare detailed reports.
• Collaborate closely with Financial Advisors to develop tailored financial plans.
• Stay updated on industry trends and regulatory changes.

What's Offered:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package.
• Opportunities for professional growth within a supportive work environment.

Requirements:

• Minimum 2 years of paraplanning experience.
• Level 4 Diploma in Regulated Financial Planning.
• Proficiency in financial planning software and Microsoft Office.
• Strong analytical and communication skills.

Apply Now:

If you're ready to excel in the world of wealth management and contribute to client success, apply today and join our elite team!

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.