Job Description
Elevate Your Paraplanning Expertise: Senior Paraplanner in Hailsham!
Are you a highly motivated and experienced Senior Paraplanner eager to make a significant impact in a dynamic financial services environment? Do you possess a deep understanding of financial planning principles and a passion for collaborating with financial advisors to deliver exceptional client service?
If so, this exciting Senior Paraplanner opportunity in Hailsham could be the perfect platform to propel your career to the next level!
Become an Integral Part of a Thriving Financial Planning Team in East Sussex
We are a leading recruitment agency partnering with a well-established financial services firm in Hailsham. This role offers a unique chance for a meticulous and results-oriented Senior Paraplanner to join a supportive team and play a pivotal role in supporting financial advisors by providing comprehensive paraplanning services.
What You’ll Do as a Senior Paraplanner in Hailsham:
- Collaborate closely with financial advisors to develop and implement personalized financial plans for clients, ensuring alignment with their unique goals and risk tolerance.
- Conduct in-depth research on a broad range of financial products and investments, staying current with market trends and regulatory changes.
- Prepare comprehensive financial reports, including cash flow analyses, investment recommendations, and retirement planning projections.
- Ensure the accuracy and completeness of all client data and financial information, adhering to strict regulatory compliance standards.
- Liaise effectively with product providers and custodians to facilitate investment transactions and address client inquiries.
- Assist financial advisors with client onboarding, risk assessments, and ongoing portfolio reviews.
- Contribute to the overall efficiency and effectiveness of the financial planning process, streamlining workflows and identifying areas for improvement.
- Actively participate in ongoing professional development programs to maintain your knowledge of financial planning best practices.
Our Ideal Candidate for the Senior Paraplanner Role in Hailsham:
- A minimum of 3 years of experience as a qualified Senior Paraplanner.
- A strong understanding of financial planning principles, including asset allocation, risk management, and retirement planning strategies.
- Proven ability to research, analyze, and evaluate a wide range of financial products and investments.
- Excellent technical skills in financial modeling and software applications relevant to paraplanning.
- Impeccable attention to detail and a commitment to accuracy and compliance.
- Strong communication and interpersonal skills, with the ability to collaborate effectively with financial advisors, clients, and other professionals.
- A proactive and results-oriented approach, with a passion for exceeding client expectations.
- Ability to work independently while also thriving in a collaborative team environment.
Why Choose Our Client in Hailsham?
- Competitive salary and benefits package, tailored to the Hailsham location and your level of experience.
- Opportunity to work alongside experienced financial advisors and contribute to the success of a growing financial planning practice.
- Access to ongoing professional development programs to stay ahead of the curve in the ever-evolving financial services industry.
- Supportive and collaborative work environment that fosters continuous learning and professional growth.
- Enjoy a beautiful working environment in the charming town of Hailsham, offering a relaxed atmosphere and excellent commuter links to London and Brighton.
Ready to Launch Your Career as a Senior Paraplanner?
If you possess the qualifications and are eager to embark on a rewarding career journey as a Senior Paraplanner in Hailsham, we want to hear from you! Apply now with your CV and a cover letter showcasing your passion for financial planning and your commitment to client service.
Contact:
BDM Recruitment
📞 Call: 0203 834 9786
✉️ Email: bm@bdmrecruitment.co.uk