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Form of work
SalaryReed Financial Services are pleased to be representing an established IFA firm, who offer Life Centred Financial Planning . They work closely with clients to understand their history, values, and goals and with them, shape a financial plan for clients to believe in and to follow for life.
Due to continued growth they are seeking a skilled Senior Paraplanner to join their team in providing comprehensive financial planning services. The successful candidate will play a crucial role in supporting our financial advisors and ensuring the delivery of high-quality advice to clients. This would be a hybrid working opportunity with the firm's head office based in Farnham.
Duties:
- Conduct detailed research and analysis to support financial planning recommendations
- Prepare complex financial reports, including cash flow projections and investment portfolio analysis using our Intelligent Office software system.
- Assist in the development of financial plans tailored to clients' individual needs and goals
- Collaborate with financial advisors to implement strategies and monitor progress towards financial objectives
- Utilise IT systems proficiently to maintain accurate client records and generate reports
- Provide excellent customer service by responding to client queries promptly and professionally
- Manage multiple tasks efficiently, demonstrating strong time management skills
Qualifications:
- Previous extensive experience in a similar role within the financial services sector (3 years +)
- Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
- Strong analytical skills with the ability to interpret complex financial data
- Excellent communication skills, both written and verbal
- A proactive approach to problem-solving and attention to detail
- Fully qualified Diploma Level 4 CII or equivalent
Job Type: Full-time
Pay: £45,000.00-£50,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Financial planning services
- Sick pay
