We are representing a leading financial services firm in Hampshire who are dedicated to delivering exceptional wealth management solutions. Committed to fostering professional growth, our client offers an exciting opportunity for a Diploma-qualified Technical Paraplanner to join their team. This role presents a unique chance for career progression as the company expands its operations.
Position Overview:
As a Technical Paraplanner, you will play a pivotal role in the financial planning process. Your responsibilities will include crafting detailed financial strategies and collaborating closely with advisors to ensure the delivery of high-quality service to clients. This position offers promising career advancement prospects within a dynamic and growing organization.
Responsibilities:
- Utilise your technical expertise to support the development of financial plans and investment strategies.
- Conduct thorough research and analysis to provide accurate and effective recommendations.
- Collaborate closely with advisors to understand client needs and objectives.
- Prepare comprehensive reports and documentation for client meetings.
- Stay informed about industry regulations and best practices to maintain compliance and deliver quality service.
Requirements:
- Diploma qualification in financial planning or related field.
- Previous experience in a paraplanning role is preferred.
- Strong technical skills and proficiency in financial planning software.
- Excellent attention to detail and analytical abilities.
- Effective communication and collaboration skills.
Benefits:
- Competitive salary up to £40k, negotiable for the right candidate.
- Opportunity for hybrid work arrangement post-training completion.
- 4 x Death in Service insurance.
- Private Medical Insurance with the option to add partners/dependents after a 3-month probation period.
- 5% contribution to the group pension scheme.
- 25 days holiday allowance with the option to buy/sell 5 days.
- Support and training provided for RO (Diploma) /AF (Chartered) exams.