Hiring Now: Paraplanner Near You – Apply Today!
Your Next Paraplanner Job Starts Here – Apply Now!
Paraplanner
Job Posted: 8 days ago
Salary: £ 30,000 - 40,000 / Annum
Job Type: Permanent
Location: Droitwich, Worcestershire
Expire in: 19 days
Job Description
Location: Droitwich, UK
Company: Boutique and Highly Successful Financial Planning Firm
About Us: Our client are a boutique financial planning firm based in Droitwich, renowned for their personalised service and commitment to excellence. Their success is built on the trust and satisfaction of their clients, and due to an internal promotion are now looking to expand the team with a passionate and dedicated Paraplanner.
Role Overview: As a Paraplanner you will play a crucial role in supporting the Financial Planners by preparing detailed research, reports, and client recommendations. This is an excellent opportunity for someone looking to grow their career in financial planning, with the potential to advance within a highly successful firm.
Key Responsibilities:
* Assist Financial Planners in the preparation of financial plans, reports, and client reviews.
* Conduct research on financial products and investment options to support client recommendations.
* Prepare suitability letters and other documentation required for client meetings.
* Ensure all client records are accurate and up-to-date within our CRM system.
* Liaise with clients to gather necessary information and provide exceptional customer service.
* Stay updated on industry regulations and best practices to ensure compliance.
Skills and Qualifications:
* A passion for financial planning and a desire to build a career in the industry.
* Strong attention to detail and the ability to work methodically.
* Excellent written and verbal communication skills.
* Proficiency in Microsoft Office, particularly Excel and Word.
* Experience with financial planning software or CRM systems is an advantage but not essential.
What We Offer:
* A supportive and friendly work environment in a boutique firm where your contributions are valued.
* Opportunities for professional development (funding for certifications) and progression within the firm.
* Competitive salary and benefits package.
* The chance to work closely with experienced Financial Planners and learn from the best in the industry
Apply today and build a rewarding career in a firm that values your growth and successBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Paraplanner job near me in Droitwich, Worcestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).