About the role

Level 4 Qualified Paraplanner

Skills & Experience

Level 4 Diploma in Regulated Financial Planning
Demonstrable paraplanning experience within a financial planning environment
Strong technical knowledge of financial planning products, investments, pensions, and protection
Excellent written and verbal communication skills
Strong organisational skills with the ability to manage multiple cases and deadlines
High level of accuracy and attention to detail

Personal Attributes

Professional, trustworthy, and able to handle confidential information with discretion
Reliable and accountable with a proactive approach to work
Collaborative team player who supports colleagues and contributes to team success
Committed to delivering high standards of client service