Paraplanner

mbf.

Posted 3 days ago, valid for 20 days

London, Greater London EC2V7NQ, England

£55,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The job is for a Paraplanner at a leading Wealth & Investment Management firm located in London, offering a hybrid working model with up to three days from home.
The position requires a minimum of 2 years of experience in the financial services sector and a Diploma in Financial Planning, with a preference for candidates working towards Chartered status.
The salary for this role is up to £55,000 per annum, along with a performance-based bonus and a comprehensive benefits package.
Key responsibilities include providing financial planning support, conducting research and analysis, preparing reports, engaging with clients, and ensuring regulatory compliance.
The firm seeks a collaborative team player with strong communication skills and a commitment to the Paraplanner role for up to 4 years, with potential for career progression.

Job Title: ParaplannerCompany: Leading Wealth & Investment Management FirmLocation: London (Hybrid working with up to three days work from home)Salary: Up to £55,000 per annum, plus bonus and benefitsAre you an experienced Paraplanner looking to join a prestigious Wealth & Investment Management firm with a strong presence 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.

Career Aspiration: Willingness to commit to the role of Paraplanner for up to 4 years with the opportunity for progression into advisory roles thereafter.

Benefits:

Competitive salary up to £55,000 per annum.
Performance-based bonus.
Comprehensive benefits package.
Hybrid working model with up to 3 days remote working.

Apply now in a few quick clicks

Paraplanner

Financial Planner

Financial Planner

Financial Planner