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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 strongpresence 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.
