Financial Consultant Administrator / Paraplanner

Role Overview: We are looking for a highly organised and detail-oriented individual to join our team as a Financial Consultant Administrator/Paraplanner. In this role, you will provide essential administrative and paraplanning support to our Financial Consultants, and assist with the preparation of financial plans, post sales admin and client communication. The ideal candidate will have excellent organisational and time management skills, strong attention to detail, and the ability to work effectively both independently and as part of a team. Role Responsibilities: Provide comprehensive administrative and technical support to financial planners, leveraging paraplanning expertise to enhance service delivery and accuracy. Prepare, review, and process client documentation, including preparing financial plans, application forms and compliance paperwork, ensuring all materials meet regulatory standards and reflect detailed financial planning requirements. Prepare and maintain accurate, up-t...

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