Prosperous Financial are seeking a Paraplanner whose core values align with ours and who understands the importance of our holistic lifestyle financial planning approach.
Key Responsibilities include but are not limited to the following:
* Assisting financial planners throughout the financial planning process
* Identifying strategies to align with client financial goals
* Supporting financial planners with annual reviews
* Attending client meetings with financial planners
* Critically analysing information received from clients, planners and third parties
* Researching, analysing and critiquing financial planning aspects (investments, pensions, etc.)
Skills and experience:
* CFP desired or willing to attain CFP designation
* Experience dealing with clients within the financial services sector
* Experience as a Paraplanner or assisting CFPs in creating financial plans
* Knowledge of the financial planning process
* Ability to work as part of a team
* Proficiency in Microsoft Office, Excel, and Microsoft Outlook
* Ability to be flexible and adaptable
* Knowledge of Wealthtrack and Voyant would be a significant advantage
Why work with us:
* Competitive bonus structure
* Hybrid, flexible working model (4 days from home / 1 day in office)
* 25 days annual leave
* Employer pension contributions up to 10%
* Income Protection / Death In Service
* Recognised as a Great Place to Work 2024/2025
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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