Financial Services paraplanner- Level 4

Assist in preparing financial reports and analysis
- Conduct research on investment opportunities
- Collaborate with financial advisors to develop client strategies
- Provide administrative support for client meetings
- Ensure compliance with regulatory requirements

We are seeking a skilled Paraplanner to join our team. The ideal candidate will assist in providing financial planning support to our clients. This role requires excellent organisational skills and the ability to communicate effectively., Strong time management abilities
- Proficient in report writing
- Knowledge of financial planning principles
- Excellent organisational skills
- Familiarity with Outlook and Excel for data analysis
- Effective communication skills
- Administrative proficiency
- Customer service orientation

If you possess these skills and are looking to contribute to a dynamic financial planning team, we encourage you to apply for this exciting Paraplanner position.