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Job Title: Paraplanner - Wealth Planning Division
Location: London (Hybrid Working: 1 day in office, 4 days from home)Salary: Up to £52,000 + 10% Bonus & Great Benefits Package
About the CompanyOur 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 RoleOur 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 £52,000
- 10% Annual Bonus
- Hybrid working model (1 day in the office with up to 4 remote)
- Comprehensive benefits package including:
- 25 days annual leave + flexible bank holidays
- Pension contributions: Company contributions up to 12%
- Private medical cover
- Life assurance (up to 6x salary)
- Employee Assistance Program
- Option to buy or sell up to 5 days holiday per year
- Cycle to work scheme, dental insurance, health assessments, and more?
What Our Client Seeks
- 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
Diversity and InclusionOur client is an equal opportunities employer, committed to creating an inclusive work environment that embraces diversity. They provide reasonable support to candidates with disabilities throughout the recruitment process.
