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Our client is a leading global financial services firm with a robust Private Wealth division in the UK. They are a chartered business renowned for delivering comprehensive financial advice in retirement planning, investments, protection, and tax planning. This business prides itself on providing a tailored service to clients across the UK.
The role
Our client is seeking a Paraplanner to join their thriving Private Wealth team. In this role, you will provide vital technical support to Financial Planners, playing an integral part in the advice process.
Key Responsibilities
- Prepare technical advice reports tailored to each client, ensuring a professional yet personalised approach.
- Utilise your initiative to find effective solutions for client needs through research and financial tools.
- Handle technical queries confidently, staying up to date with industry knowledge.
- Collaborate with Financial Planners and Administrators to deliver personalised advice solutions.
- Ensure all client and colleague interactions are conducted with respect, adhering to advice standards.
What our client offers
- Competitive salary of up to £50,000
- Good annual Bonus
- Hybrid working model (1 day in the office & 4 days remote)
- Comprehensive benefits package
To be considered you should have:
- A minimum of 2 years experience as a Paraplanner
- Diploma in Financial Planning (Level 4)
- Strong verbal and written communication skills
- Ability to produce detailed technical advice reports
- Knowledge of investment platforms, pension products, and business processing
- Attention to detail, with excellent analytical and problem-solving skills
