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 Thechancetoworkalongsideacollaborati...