Paraplanner/Administrator

Overview

Headway Wealth aims to help individuals reach their financial potential by offering independent, unbiased financial advice. We serve clients in the UK and worldwide, crafting personalised financial plans tailored to current and future needs. Our services include wealth growth, pension building, tax management, property financing, risk protection, retirement planning, and wealth transfer. Headway Wealth guides clients through every step of their financial journey.

Role Description

This is a full-time hybrid role located in Durham, with some work from home acceptable, for a Paraplanner/Administrator at Headway Wealth. The individual will be responsible for supporting financial planners, conducting research, preparing client reports, and managing client relations. Day-to-day tasks include financial analysis, investment research, developing financial plans, and ensuring compliance with regulatory requirements. The role involves meticulous data management and report writing.

Responsibilities

• Support financial planners
• Conduct research and prepare client reports
• Manage client relations and communicate with clients
• Perform financial analysis and investment research
• Develop financial plans and ensure regulatory compliance
• Meticulous data management and accurate report writing

Qualifications

• Financial planning and finance skills
• Strong analytical skills and experience in investments
• Proficiency in report writing and documentation
• Excellent written and verbal communication skills
• Attention to detail and ability to work independently and in a team
• Bachelor’s degree in Finance, Economics, or a related field
• Experience in the financial services industry is a plus

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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