This listing was posted on Manatal ATS.
Global Remote Working Paraplanner
Location:
London, Gt Lon
Description:
Are you an experienced Paraplanner seeking a global remote working opportunity? We are currently looking for a skilled Paraplanner to join our dynamic team. This is a unique chance to work remotely for a global financial services company.Our client is a leading financial services company with a global presence. Their team is comprised of highly skilled professionals who are dedicated to delivering exceptional financial solutions to our clients. With their commitment to innovation and client-focused approach, we strive to be at the forefront of the industry. Role and Responsibilities: As a Paraplanner, you will play a crucial role in supporting our financial advisors and wealth managers in delivering comprehensive financial planning and investment advice to their clients. Your responsibilities will include:- Conducting thorough research and analysis of client financial situations, investment options, and market trends.- Preparing accurate and detailed financial reports, plans, and recommendations.- Assisting in the creation and implementation of personalized financial strategies.- Collaborating with the advisory team to provide exceptional client service and support.- Staying up-to-date with industry regulations and compliance standards.- Ensuring all client files and documentation are maintained accurately and securely. Qualifications and Skills: - Proven experience as a Paraplanner within the financial services industry.- Strong knowledge of financial planning concepts and investment products.- Proficient in using financial planning software and CRM systems.- Excellent analytical and research skills with attention to detail.- Effective communication skills, both written and verbal.- Ability to work independently and manage multiple tasks efficiently.- Familiarity with global financial regulations and compliance standards.- Relevant certifications such as Diploma in Financial Planning (DipFP) or Certified Financial Planner (CFP) will be advantageous. Benefits: - Global remote working opportunity, offering flexibility and work-life balance.- Collaborative and inclusive work environment.- Competitive compensation package.- Professional development and growth opportunities.- Access to cutting-edge technology and resources. How to Apply: If you are a skilled Paraplanner looking for a global remote working opportunity, we would love to hear from you. Please submit your resume, along with a cover letter highlighting your relevant experience and qualifications, to the email address provided.Note: Only shortlisted candidates will be contacted for further discussions. We appreciate your interest in joining our team and thank you for considering this global remote working Paraplanner opportunity...
Company:
Click And Connect Online
Posted:
March 29 on Manatal ATS
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