Regional Paraplanning Lead - Financial Planning

Job Description

Qualifications

• 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