- Conduct research on financial products, investment strategies, and market trends.
- Prepare suitability reports and financial planning documents.
- Support the implementation of financial plans and strategies.
- Undertake any additional tasks or projects as assigned by management.
- Proficiency in Microsoft Office Suite and financial planning software.
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Paraplanner - Hybrid/flexible Working - Liverpool, United Kingdom - Douglas White Financial Planning
Description
Company Description Douglas White Financial Planning is a leading financial services firm specialising in providing tailored wealth management solutions to high-net-worth individuals, including professional athletes, entrepreneurs, and executives.
With a client-centric approach, we aim to deliver personalised financial advice and investment strategies to help our clients achieve their long-term financial goals.
We pride ourselves on our commitment to integrity, professionalism, and innovation in the financial services industry.As a Junior Paraplanner at Douglas White Financial Planning, as well as working with more traditional client profiles, you will have the unique opportunity to work closely with professional athletes, including professional footballers, and other high-profile individuals.
This role offers exposure to a dynamic and exciting client base, providing valuable experience in addressing the complex financial needs of elite athletes.
We are committed to supporting your professional development and helping you build a successful career in the financial services sector.
There is a clear development path through to senior paraplanner or financial advisor if desired.Assist senior paraplanner in preparing and maintaining client files.
Ideally at least part-qualified in or working towards a relevant financial services qualification (e.g., Diploma in Regulated Financial Planning or similar).