Independent Resourcing Consultancy
11 - 50 employees
IRC has been formed due to a passion for people and helping shape their careers.
Global Paraplanner
Job not on LinkedIn
🔥 51 minutes ago
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Independent Resourcing Consultancy
11 - 50 employees
IRC has been formed due to a passion for people and helping shape their careers.
📋 Description
• 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.
🎯 Requirements
• 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.
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