- Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
- Report Preparation: Prepare comprehensive financial reports and documentation for client meetings, ensuring accuracy and compliance with industry regulations.
- Client Interaction: Interact with clients as needed to gather information, address inquiries, and assist in the financial planning process.
- Data Management: Maintain accurate and up-to-date client records and financial data in our systems.
- Compliance: Ensure that all financial plans and recommendations adhere to regulatory and compliance standards.
- Collaboration: Collaborate closely with financial advisers and other team members to deliver exceptional service
- Company pension
- On-site parking
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Paraplanner - United Kingdom - 808 Group
Description
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients. Your responsibilities will include, but are not limited to:
Salary: 40,000 per year - 45,000 per year
Working Hours: Monday to Friday, 9:00 am - 6:00 pm
About Us:
We are an established and growing independent financial advisory business dedicated to assisting our clients with a comprehensive range of financial planning services. Our areas of expertise encompass Mortgages, Protection, Investments, Retirement, Wills, and Inheritance Tax Planning.
Our History :
Our company was founded in March 2000 by our current Director, who brought with them extensive experience and a profound passion for financial planning, gained through years of employment with a prominent insurance company. Recognizing the growing demand for expert financial advice, we initially set up shop in a small office in Harrow. However, our commitment to providing top-tier service led to rapid growth, necessitating our relocation to larger premises. Over the years, we have expanded in terms of both our team and client base, with the continued growth of our office space.
Why We Are Different:
Our clients hold our high-quality advice in high regard, resulting in a significant portion of our new business originating from personal recommendations and referrals. Our independence, objectivity, and comprehensive market research enable us to deliver truly tailored advice tailored to each individual's unique circumstances and needs. We recognize the paramount importance of time and utilize video technology to connect with our clients through phone and video calls, while still warmly welcoming them to our offices for in-person meetings with our dedicated teams. Our guiding ethos is to approach every client's work as if it were our own or that of a cherished friend or family member.
Our Team:
Our dedicated team is the cornerstone of our ability to provide exceptional advice and service to our clients. We are deeply committed to helping clients achieve their financial goals, whether it's buying their first home, expanding their retirement portfolio, or safeguarding their loved ones. Our team boasts a wealth of knowledge, with advisers possessing over 20 years of experience, and in some cases, exceeding that threshold.
Job Types: Full-time, Permanent
Salary: 40, ,000.00 per year
Benefits:
