Financial Services ParaplannerPosition Overview: My client is seeking a highly qualified and experienced Financial Services Professional to join their team. The ideal candidate will have a strong background in regulated financial services, with a focus on pensions, trusts, and investments. This role requires excellent communication and organisational skills, the ability to manage multiple projects, and experience with various research tools. You will be responsible for writing high-quality suitability reports, supporting client meetings, and providing technical expertise in complex financial planning solutions.Skills & Qualifications for the Financial Services Paraplanner:Level 4 Diploma in Financial Services (Level 6 exams such as AF's preferred).Proven track record in regulated financial services.Strong communication skills, both written and verbal.Excellent organisational and project management skills.Extensive knowledge and experience in pensions, trusts, and investments.Responsibilities for the Financial Services Paraplanner:Produce high-quality suitability reports for clients.Use financial research tools such as Selectapension, Synaptics, FE Analytics, Trustnet, and cashflow modelling tools to support client recommendations.Attend and lead client meetings when required.Meet with fund managers and product providers for research and due diligence purposes.Provide support and training to other team members.Prepare and present technical information for client meetings.Review and formalise client files from the Analyst team to completion.Assist with bespoke high net worth tax planning solutions and investment propositions.Complete complex tax calculations accurately.Stay up to date with regulatory and industry changes.Work efficiently under pressure and meet strict deadlines.This position offers an excellent opportunity to grow and develop in a dynamic and supportive environment, working with high-net-worth clients and complex financial planning scenarios. If you are a detail-oriented professional with a passion for financial services, we encourage you to apply.
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Purple Placements
Posted 2 days ago, valid for 8 days
Cardiff, South Glamorgan CF5 1DR, Wales
£24,000 - £28,800 per annum
Full Time
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Sonic Summary
- The Financial Services Paraplanner position seeks a qualified candidate with a strong background in regulated financial services, particularly in pensions, trusts, and investments.
- Applicants should have at least 3 years of relevant experience and a Level 4 Diploma in Financial Services, with Level 6 exams preferred.
- Key responsibilities include producing high-quality suitability reports, attending client meetings, and utilizing various financial research tools.
- The role offers a competitive salary range of £40,000 to £50,000, depending on experience and qualifications.
- This is an excellent opportunity for a detail-oriented professional to work with high-net-worth clients in a dynamic environment.
