An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working whilst you provide direct support to 2 experienced advisors.They are looking for an individual that holds minimum level 4 diploma (and is ideally chartered or making progress towards) and has strong experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases. Your role will include but will not be limited to:

To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
Review client objectives ensuring they are clear, concise and achievable when compare against the client's financial circumstance
Provide research and analysis of investment funds and financial products, whilst considering the client objectives
Conduct fund research
Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
Liaise with Product Providers / Third Parties regarding any technical queries

The ideal candidate will:

Level 4 diploma qualified minimum
Good understanding of the Financial Planning process
Strong interpersonal skills, both written and verbal communication
Customer service skills - providing an excellent service to the adviser and client
Excellent planning and organisational skills
Ability to work effectively to deadlines
Accuracy and attention to detail to balance demands of role

This is a superb opportunity to work for an award winning financial planning practice with a huge amount of scope for career development and personal progression.

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