Paraplanner

Paraplanner - Slough, South East England

Ref: 1542Friday 14 June 2024

Up to £40,000

Elevate Your Career as a Paraplanner with a Leading Financial Planning Firm in Uxbridge!

Do you have experience in Paraplanning and are looking for a more challenging role in a supportive environment? We have an exciting opportunity for you to join a prestigious Financial Planning practice that values your expertise and dedication.

Location: Uxbridge, with the flexibility to work from home, the salary for a Paraplanner is up to £40,000

 

On offer form the firm:

  • A role that supports your continuous professional development.
  • A responsible and compliant work environment.
  • The chance to be part of a firm that’s making a difference in the financial industry.

Key Contributions:

  • Support Financial Planners and Advisers with in-depth research and analysis.
  • Prepare comprehensive financial plans and suitability reports.
  • Foster internal relationships to ensure smooth business operations.
  • Enhance the firm’s reputation within the professional community.
  • Generate Annual Review Reports and detailed cash flow forecasts.
  • Maintain meticulous client records and assist with product research.
  • Contribute to the firm’s service standards and work collaboratively with the team.

 

Ideal Candidate:

  • Excellent communication skills.
  • A proactive approach to tasks and client service.
  • A team player who thrives in a collaborative setting.
  • Experience writing Suitability reports for Investments and Pensions
  • Paraplanning experience
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