Position Overview
Paraplanner - Brighton
Our client is seeking a detail-oriented and analytical Paraplanner to join their national team. In this role, you will work closely with financial advisors to support the financial planning process and ensure the delivery of high-quality advice to clients.
Duties and Responsibilities:
Conduct comprehensive financial analysis to assist in the development of financial plans.Gather and organise client financial information, including income, expenses, assets, and liabilities.Use financial planning software to model various scenarios and projections.Prepare and review investment proposals and reports for clients.Collaborate with advisors to develop and implement customized financial strategies.Stay abreast of industry trends, regulations, and changes in financial markets.Conduct research on financial products and investment opportuniti...