Juice Recruitment is delighted to be supporting a highly regarded financial services organisation, with offices across the South West in their search for a skilled and detail-driven Paraplanner to join their growing team.
This is a fantastic opportunity for an experienced Paraplanner to become an integral part of a collaborative, forward-thinking business, where you will play a key role in supporting Financial Planners and delivering an outstanding client experience.
DAY TO DAY:
- Providing technical support to Financial Planners and assisting in formulating client advice.
- Conducting thorough research and analysis of investment funds and financial products.
- Preparing tailored financial plans, cashflow forecasts and recommendation reports.
- Drafting client documentation, including suitability reports, fund switch and encashment letters.
- Ensuring compliance with FCA regulations and company policies.
- Maintaining accurate client records and keeping up to date with industry knowledge.
WE WOULD LOVE TO SEE:
- Previous experience in a Paraplanning role within financial services.
- Strong technical knowledge with the Diploma in Regulated Financial Planning (DipPFS) as a minimum.
- Excellent attention to detail with strong research and report-writing skills.
- Confident communication and collaborative working style.
- A strong customer-focused approach with the ability to work to deadlines.
FOR YOU:
- A competitive salary and benefits package.
- Study support and CPD opportunities.
- A collaborative and inclusive culture, with modern offices in central Bath.
- The chance to grow your career within a forward-thinking financial services firm.
If you are an experienced Paraplanner seeking a fresh challenge within a dynamic and supportive team, we would love to hear from you.