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Paraplanner for Advisory Firms
1 week ago
About the Role
We are seeking a highly motivated and organized Paraplanner to join our team. As a Defined Benefit Transfer Paraplanner & Pension Transfer Specialist, you will play a vital role in delivering exceptional service to our clients.
Your main responsibilities will include:
- Preparing and presenting financial data and reports
- Analyzing complex financial scenarios and providing recommendations
- Developing and maintaining relationships with clients and stakeholders
- Staying up-to-date with industry developments and best practices
To excel in this position, you will require:
- Excellent analytical and problem-solving skills
- Strong written and verbal communication skills
- Ability to work independently and as part of a team
- Proficiency in financial software and systems