Address
Form of work
SalaryParaplanner Wanted
Location: Wakefield
Are you a detail-oriented individual with a passion for financial planning? Do you thrive in a collaborative environment where your analytical skills make a real impact? If so, we’d love to hear from you!
You’d be joining a dynamic and growing financial planning firm committed to providing exceptional service to our clients. Specialising in specific areas of financial planning, the team are dedicated to helping clients achieve their financial goals and secure their future.
Role Overview:
As a Paraplanner you’ll play a crucial role in supporting the financial advisors. You’ll work closely with advisors to prepare detailed financial plans, conduct research, and ensure compliance with industry regulations. Your meticulous attention to detail and ability to analyse complex financial data will be essential in delivering top-notch service to clients.
Responsibilities:
• Collaborate with financial advisors to gather client information and assess their financial needs.
• Conduct research on investment products, tax strategies, and financial markets.
• Prepare comprehensive financial plans, including retirement projections, risk assessments, and estate planning.
• Assist in creating investment portfolios and recommend suitable investment options.
• Ensure compliance with regulatory requirements and maintain accurate records.
• Provide support during client meetings and follow up on action items.
Qualifications:
Diploma qualified or working towards this.
• Analytical Skills: You can dissect complex financial data and present it in a clear and concise manner.
• Attention to Detail: Accuracy matters, especially when dealing with clients’ financial futures.
• Team Player: You thrive in a collaborative environment and enjoy working closely with advisors.
• Excellent Communication: You can explain financial concepts to clients in an understandable way.
• Proficiency in Financial Software: Experience with tools like [mention specific software] is a plus.
How to Apply:
If you’re ready to take the next step in your career as a Paraplanner, we’d love to hear from you! Apply today or send your CV to
