Paraplanner

mbf.

Posted 21 days ago, valid for 21 days

London, Greater London EC2V7NQ, England

£53,000 per annum

Full Time

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Sonic Summary

The job title is Paraplanner at a leading Wealth & Investment Management firm located in London, offering a hybrid working model with up to three days of remote work.
The position offers a competitive salary of up to £53,000 per annum, along with performance-based bonuses and a comprehensive benefits package.
Candidates must have a minimum of 2 years of experience as a Paraplanner within the financial services sector and hold a Diploma in Financial Planning.
Key responsibilities include providing financial planning support, conducting research and analysis, preparing reports, engaging with clients, and ensuring regulatory compliance.
The firm seeks a collaborative team player with strong communication skills and a commitment to the role for up to 4 years, with opportunities for career progression into advisory roles.

Job Title: ParaplannerCompany: Leading Wealth & Investment Management FirmLocation: London (Hybrid working with up to three days work from home)Salary: Up to £53,000 per annum, plus bonus and benefitsAre 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.

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Paraplanner

Financial Planner

Financial Planner

Financial Planner