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Paraplanner

Gleeson Recruitment Group
Job LocationAlton
EducationNot Mentioned
Salary£30,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

ParaplannerLocation: Alton, East HampshireJob Type: Full-time / Permanent Due to growth and progression within the department we are seeking a skilled and detail-oriented Paraplanner to join our clients dynamic team. The Paraplanner will play a crucial role in supporting their financial advisors by conducting in-depth financialanalysis, preparing financial plans, and assisting in the development and maintenance of client relationships. The ideal candidate should have a strong background in financial planning, exceptional analytical skills, and a passion for helping clients achievetheir financial objectives.Responsibilities:

  • Collaborate with financial advisors to gather client information and understand their financial goals and objectives.
  • Conduct thorough financial analysis, including cash flow analysis, investment portfolio reviews, retirement planning, and risk assessment.
  • Assist in the creation and maintenance of comprehensive financial plans for clients, ensuring accuracy and compliance with regulatory requirements.
  • Research and analyse investment options, insurance products, and other financial instruments to support the development of client portfolios.
  • Prepare client presentations and reports that clearly communicate complex financial information in an understandable manner.
  • Stay current on industry trends, market conditions, and regulatory changes to provide informed recommendations to the financial advisors and clients.
  • Support the implementation and monitoring of investment strategies and financial plans.
  • Collaborate with other team members to ensure a seamless client experience and contribute to the overall success of the firm.
About You:
  • Bachelors degree in finance, economics, or a related field.
  • Industry certifications such as CFP (Certified Financial Planner) or equivalent are highly preferred.
  • Proven experience in financial planning, investment analysis, or related roles.
  • Strong understanding of financial markets, investment products, and tax considerations.
  • Excellent analytical and quantitative skills with attention to detail.
  • Proficient in financial planning software and tools.
  • Effective communication skills, both written and verbal, to interact with clients and team members.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Commitment to maintaining the highest ethical standards and client confidentiality
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

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