Paraplanner

Job Title: Paraplanner
Company: Leading Wealth & Investment Management Firm

Location: London (Hybrid working with up to three days work from home)

Salary: Up to £53,000 per annum, plus bonus and benefits

Are you an experienced Paraplanner looking to join a prestigious Wealth & Investment Management firm with a strong presence across the UK?

Our client, based in London, is seeking a dynamic and talented individual to join their team. This is a fantastic opportunity to work in a hybrid environment, with up to 3 days of remote working, and offers a clear path for career progression.

Key Responsibilities:

• Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.

• Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.

• Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.

• Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans.

• Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.

Requirements:

• Experience: Minimum of 2 years of experience as a Paraplanner within the financial services sector.

• Qualifications: You should hold your Diploma in Financial Planning and ideally be working towards Chartered status.

• Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.

• Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.

• Team Player: Collaborative approach to working within a team environment.

• Career Aspiration: Willingness to commit to the role of Paraplanner for up to 4 years with the opportunity for progression into advisory roles thereafter.

Benefits:

• Competitive salary up to £53,000 per annum.
• Performance-based bonus.
• Comprehensive benefits package.
• Hybrid working model with up to 3 days remote working.