Paraplanner

Job description

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.

As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.

• To work as part of the Wealth Management team providing an excellent service to their clients
• Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection
• Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports
• Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking
• Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies

• Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole
• Passionate about providing great client service
• Great at communicating with people at all levels - face to face and in writing
  
  Positive and good at using your initiative
• Organised and good at working under pressure
• Motivated and well organised
• Level 4 Qualified (Or close to completion)