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Permanent

Paraplanner

Blackburn
money-bag 35000.00-35000.00 Annual
3085437387
Posted Today

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.The RoleTo work as part of the Wealth Management team providing an excellent service to their clientsSupport 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 protectionSpecific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reportsAssist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checkingPlay an active part in business development initiatives, looking for ways to improve paraplanning and department efficienciesThe CandidateKeen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a wholePassionate about providing great client serviceGreat at communicating wi

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