Paraplanner Full Or Part Time

Company Description

We work within the Quilter Network as one of their most successful strategic partners and well respected firms in the South West. Advisers in Devon, Oxford and the South East, with clients spanning much of the UK, we are now looking for someone to enable our advisers to concentrate on providing a first class service face to face by taking away the time consuming back room elements of the planning process.

Role Description

This is a full-time or part-time hybrid role for a Paraplanner at Fortuna Major Financial Planning, located in Exmouth, with flexibility for some remote work. The Paraplanner will work closely with financial advisors to provide comprehensive financial planning services to clients. Responsibilities include researching financial products, developing financial plans, preparing reports, occasional involvement in meetings with clients, liaising with compliance to ensure standards are met, and assisting with other tasks related to client service and portfolio management. Please do not apply for this job if you do not have Level 4 diploma in Financial Planning. This is not a trainee role!

Qualifications

• Diploma in Financial Planning
• At least 3 years of experience as a Paraplanner or similar role
• Excellent analytical, organizational, and problem-solving skills
• Proficiency with financial planning software and tools
• Strong communication and interpersonal skills
• Ability to work independently and in a team environment