Job Title: Paraplanner

Company: Leading Wealth & Investment Management Firm

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

Salary: Up to £55,000 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.

Package

• Competitive salary up to £55,000 per annum.


• Performance-based bonus.


• Comprehensive benefits package;


• 9% Pension


• Life Cover


• Private Medical Insurance


• Health Screening


• Income Protection


• Sharesave Plan


• Season Ticket Loan


• Great Annual Leave + Buy an extra 5 days


• Full study support


• Hybrid working model with up to 3 days remote working.