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Paraplanner/Financial Technical Analyst
Company Overview
Our client, a leading wealth management firm, is looking for a highly motivated and detail-oriented Financial Technical Analyst to join their team. The firm is dedicated to providing tailored financial planning and investment advice, and this role will play a critical part in ensuring high standards of client service and regulatory compliance.
Job Description
The Paraplanner/Financial Technical Analyst will provide key support to financial advisors and clients by handling a range of paraplanning and administrative duties. The successful candidate will combine technical expertise with excellent communication skills to help deliver outstanding wealth management services.
Key Responsibilities:
- Client Engagement: Attend client meetings as necessary (both face-to-face and remote) to support advisors in delivering comprehensive financial advice. Liaise with clients, third parties, and other stakeholders to ensure seamless communication.
- Reporting and Documentation: Prepare detailed and accurate reports on financial plans and investments. Ensure that all documentation adheres to industry standards and internal procedures.
- Compliance and Standards: Operate within the regulatory framework of the Financial Conduct Authority (FCA) and adhere to anti-money laundering (AML) laws. Ensure compliance with the firms internal policies and maintain updated templates for paraplanning reports.
- Professional Development: Undertake training and continuous professional development to remain current with legislative, product, and market changes. Provide insights and suggestions to improve the financial planning and investment processes.
- Ad-Hoc Responsibilities: Assist in other duties that align with supporting the firms goals, including administrative and operational tasks as needed.
Person Specification:
Knowledge and Experience:
- At least four years of experience in a paraplanning or senior financial administration role.
- A recognised Financial Services qualification.
- Proficient in major desktop applications and financial planning software.
- Strong technical aptitude and attention to detail.
- Excellent command of written English, particularly for preparing client-facing materials.
Personal Attributes:
- Demonstrates a strong work ethic and the ability to work independently or as part of a collaborative team.
- Articulate and detail-oriented, with exceptional interpersonal and communication skills.
- Proactive and innovative, with a commitment to continuously improving financial planning and investment strategies.
Why Join Our Clients Team?This is an opportunity to be part of a dynamic and supportive environment, where you'll work closely with experienced professionals in the wealth management sector. The role offers a chance to grow your expertise and contribute to a firm that values excellence, integrity, and innovation.
Location - North West London
Hours - 9am - 5:30pm
Salary - £45k - £60k
If you meet the above criteria and are looking for a rewarding role in financial services, we encourage you to apply today.
