Paraplanner

Fram Search

Posted a day ago, valid for 13 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

Our client, a reputable financial planning firm in Central London, is seeking an experienced Paraplanner.
The ideal candidate should hold a Level 4 Diploma in Financial Planning and have proven experience in a paraplanning role.
Responsibilities include writing suitability reports, attending client meetings, and ensuring compliance with regulatory standards.
The position offers a competitive salary plus bonus, with a hybrid working model providing flexibility.
Candidates available to start within a month are particularly encouraged to apply.

Hybrid
Level 4 Diploma
Competive salary + Bonus

Our client is a well-established and highly regarded financial planning firm based in Central London, known for its bespoke, high-quality approach to client service. While their office is centrally located, they offer a hybrid working model, providing flexibility for their team members. As they continue to grow, they are looking for an experienced and detail-oriented Paraplanner to join their team. This role will be integral to the advisory process, working closely with financial advisers and investment managers to support the delivery of tailored financial solutions. Responsibilities will include writing suitability reports, attending client meetings, providing technical research and analysis, and ensuring all recommendations adhere to regulatory and compliance standards. The ideal candidate will hold a Level 4 Diploma in Financial Planning (or higher) and have proven experience working in a paraplanning role within a professional financial planning or wealth management environment. Strong written and verbal communication skills are essential, as the role involves preparing complex financial reports and liaising with clients and stakeholders. Attention to detail, strong analytical abilities, and a proactive mindset are also key attributes for success in this position. This is a fantastic opportunity to join a firm that takes a highly bespoke approach to financial planning, offering a dynamic and engaging work environment. With a strong emphasis on career development, they support further qualifications and progression, ensuring team members can grow within the business. The hybrid working model allows for a balance between flexibility and collaboration, and the firm offers a highly competitive salary and benefits package. We are particularly keen to receive applications from individuals available to start within a month, though we welcome applications from all qualified candidates.

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Paraplanner

Financial Planner

Financial Planner

CFP Qualified Financial Planner