ParaplannerWinchester WerelookingforanexperiencedParaplannertojoinagrowingteaminWinchesterandplayakeyroleinsupportingagroupofhighlyqualifiedFinancialPlanningDirectors. Thisisaclient-focusedrolewhereyoullbepreparingandwritinghigh-qualityadvice,supportingclientmeetings,andhelpingclientsachievetheirlong-termfinancialgoals. Whatyoullbedoing: Preparingcashflowsandwrittenadvicetodeliverexcellentclientoutcomes SupportingFinancialPlanningDirectorsinclientmeetingsandreviews Conductingresearchanddraftingnotestoensureadviceistailoredandaccurate Workingcloselywithcolleaguestodeliverteamincomeobjectives Sharingbestpracticeandhelpingtoimproveprocessesandtools Keepingyourtechnicalknowledgeuptodateacrosspensions,tax,andestateplanning Whatwerelookingfor: CIIDiplomainFinancialPlanning(essential);Charteredstatusdesirable Atleast23yearsparaplanningexperience StrongtechnicalknowledgeofUKtax,pensions,andestateplanning Excellentorganisationalskillsandattentiontodetail Whatsonoffer: Hybridworkingandasupportive,developmentalenvironment Fullexamsupporttocontinueprogressingyourcareer Excellent benefits package including annual bonus, pension, sharesave Thechancetoworkalongsideacollaborativeteamoffinancialplannersandparaplanners Ifyoureamotivatedparaplannerlookingforvariety,challenge,andcareerprogression,wedlovetohearfromyou. TPBN1_UKTJ
Job Title
Paraplanner