Paraplanner

☞ Jane Deane Recruitment Limited

View: 101

Update day: 30-05-2024

Location: Bury North West

Category: Finance / Bank / Stock

Industry:

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Job content

Responsibilities:
- Assist financial advisors in preparing financial plans and investment strategies for clients
- Conduct research and analysis on investment products, market trends, and financial planning strategies
- Prepare client reports, including investment performance summaries and financial projections
- Collaborate with advisors to develop customized financial plans based on client goals and risk tolerance
- Coordinate with internal teams to ensure accurate and timely completion of client requests
- Maintain client records and update databases with relevant information
Qualifications:
- Previous experience in a paraplanning role is essential .
- Strong knowledge of investment and pension products, financial markets, and regulatory requirements
- Proficient in using financial planning software and tools
- Excellent analytical and problem-solving skills
- Strong attention to detail and ability to prioritize tasks effectively
- Excellent communication and interpersonal skills
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organisation.

Job Types: Full-time, Permanent

Salary: Up to £47,000.00 per year

Benefits:

  • Company pension
  • Life insurance
  • Private medical insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Experience:

  • Paraplanning: 3 years (required)

Work Location: In person

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Deadline: 14-07-2024

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