Job Description

Job Summary:

Our client is seeking a meticulous Paraplanner to join their team in providing support to senior Financial planners. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.

Duties:

- Assist in preparing financial reports and analysis for clients

- Conduct research on investment opportunities and present findings

- Collaborate with advisors to develop financial plans tailored to clients' needs

- Maintain client records and ensure accuracy of information

- Communicate with clients to gather necessary data and address inquiries promptly

- Utilise Word, Excel, and Outlook proficiently for daily tasks

- Provide exceptional customer service to build and maintain client relationships

Requirements:

- Previous experience as a Paraplanner

- Strong analytical skills to evaluate financial data accurately

- Excellent written and verbal communication skills

- Ability to work independently and as part of a team

- Proficiency in Microsoft Office applications for data analysis and reporting

- Highly organised with great attention to detail

-A desire to become Chartered

If you are a dedicated individual with a passion for financial planning and possess the necessary skills, we invite you to apply for this exciting opportunity as a Paraplanner.

Job Types: Full-time, Permanent

Pay: 35,000.00-44,000.00 per year

Benefits:

Company pension Financial planning services Free parking Health & wellbeing programme Life insurance Private medical insurance Work from home
Licence/Certification:

Diploma qualification in Financial services (preferred)
Work authorisation:

United Kingdom (required)
Work Location: Hybrid remote in Hessle HU13 0EG