Paraplanner

Paraplanner - Castleford - £30k - £45k + Bonus + Pension

Our client is a well-established Wealth Management company based in Castleford. Due to continued growth and expansion, they are now looking to recruit a Paraplanner.

As a Paraplanner, you will provide expert financial guidance to their clients, helping them to achieve their financial goals through tailored planning and investment strategies. Most of all though, you will genuinely care about and for them, their families, and their future.

Duties include:

• Conduct comprehensive fact finds, attitude to risk assessments, and lifestyle impact tolerance (capacity for loss) evaluations.
• Develop personalised financial plans that encompass investment strategies, retirement planning, tax optimisation, and estate planning.
• Maintain ongoing relationships with clients, providing regular updates and adjustments to their financial plans, as necessary.
• Stay informed about market trends, economic changes, and new financial products to offer the best advice to clients.
• Educate clients on various financial products and services available to them.
• Collaborate with other professionals such as accountants or legal advisors to provide holistic advice.
• Ensure compliance with regulatory requirements and maintain accurate records of client interactions and transactions.

Skills Required:

• Complete integrity, trustworthiness, and professionalism
• Strong knowledge of financial planning principles and practices.
• Proficiency in UK financial services, including investment products, insurance options, and retirement accounts, and familiarity with platform use.
• Excellent communication skills, with the ability to explain complex financial concepts in an understandable manner.
• Strong analytical skills for assessing client needs and developing effective solutions.
• Ability to build rapport with clients and establish long-term relationships based on trust.
• Proficient in using financial software tools for analysis and reporting.

Hours - Monday to Friday, 9am to 5pm (35 hours) Holidays are 30 days per annum including statutory.

Keywords - paraplanner, paraplanning, paraplan, wealth management, pensions, investments, pensions and investments, finance, financial services, Fidelity, Transact, Castleford