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The Paraplanner role involves providing comprehensive technical and professional support to Wealth Planners, ensuring clients' financial objectives are met through tailored solutions. The position requires collaboration with both internal teams and external professionals, focusing on compliance, research, and report preparation.
Client Details
The client is a prestigious and innovative financial services provider with a strong presence in the UK and internationally. They pride themselves on delivering bespoke financial planning and investment solutions, underpinned by a commitment to long-term value, integrity, and inclusivity.
Description
The Paraplanner's responsibilities include:
- Preparation and maintenance of client files, including data collection, compliance documentation, and cash flow modelling.
- Conducting research and analysis to support tailored financial advice, including retirement planning, tax strategies, and investment solutions.
- Preparing and reviewing detailed financial advice reports and ensuring compliance with regulatory standards.
- Overseeing the implementation of recommendations and liaising with clients, third parties, and internal teams.
- Supporting client reviews, updating financial plans, and acting as a key contact for ongoing queries.
Profile
The ideal candidate will have at least three years of experience in a holistic Paraplanning role and hold the CII Diploma in Regulated Financial Planning (or equivalent). They should demonstrate excellent knowledge of financial planning, compliance, and regulatory requirements, alongside strong organisational and communication skills. A methodical approach, attention to detail, and proficiency in financial planning software are essential.
Job Offer
The successful Paraplanner candidate will receive a competitive salary, a discretionary bonus, and a comprehensive benefits package. The role is based in the City of London and offers opportunities for professional growth and the chance to work in a supportive and inclusive environment with a firm recognised as a great place to work.
