Paraplanner - Harrogate
Our client is seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients.
Duties & Responsibilities
Conduct comprehensive financial analysis to assist in the development of financial plans.Gather and organise client financial information, including income, expenses, assets, and liabilities.Use financial planning software to model various scenarios and projections.Prepare and review investment proposals and reports for clients.Collaborate with advisors to develop and implement customised financial strategies.Stay abreast of industry trends, regulations and changes in financial markets.Conduct research on financial products and investment opportunities.