Paraplanner

Description

Our client provides financial advice to individuals on a national scale. They are currently expanding due to a recent promotion within their team and require an experienced Paraplanner to join their team. This role offers the opportunity to join a great team, work in lovely offices, and be part of a business that is expanding, so opportunities to develop (should you wish to) are there.

Job Description:

To conduct in-depth research on various financial funds, products, and market conditions to identify suitable solutions for clients

Prepare clear and compliant financial reports that outline the recommendations made to clients by the financial adviser

Ensuring that all financial recommendations and plans meet regulatory requirements and the firm's investment philosophy

Assisting financial advisers in reviewing a client's financial situation and developing a comprehensive financial plan

Acting as a point of technical expertise for the financial adviser and answering technical queries from clients For the Paraplanner role, it would be good to see candidates with the following:

A strong understanding of financial products, markets, and regulatory frameworks

Ideally, 2-3 years of experience as a Paraplanner

The ability to critically analyse data and complex information to form logical conclusions

Strong attention to detail: Meticulousness in reviewing documents and preparing detailed reports

Excellent communication, both written and verbal, to effectively convey complex information to financial advisers and potentially clients

Excellent problem-solving skills, a logical approach to resolving technical challenges, and providing effective solutions

Effective planning and organisation skills to manage workload and meet deadlines Hours: 9:00 am - 5:00 pm

Salary: £26,000 - £32,000 Per Annum DOE

Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region

Ad ID: 5417247459