Paraplanner

Advance Search & Selection Ltd

Posted 11 hours ago, valid for an hour

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

The position is for a Paraplanner in a Wealth Management firm located in London, offering a salary of up to £60,000 based on experience and qualifications.
The firm provides financial advice and investment solutions to high-net-worth private clients and seeks an experienced paraplanner to join their team.
Key responsibilities include providing comprehensive support to Financial Planners, conducting client reviews, and delivering in-depth analysis of client positions and tax recommendations.
Candidates should possess a Level 4 Qualification - CII Regulated Diploma in Financial Planning and have prior experience in a paraplanning role, particularly with investment and pension products.
This role presents an excellent opportunity for career development within a collaborative office environment.

Paraplanner - Wealth Management

London

Salary to £60,000 dependent on your experience and qualifications, full benefits package and bonuses.

This award winning Wealth Management Firm, provide outstanding Financial Advice and Investment solutions to HNW Private Clients, they have an opening for experienced paraplanner to join the team.

Responsibilities

Provide a comprehensive paraplanning support to Financial Planners who are delivering bespoke solutions to clients.

Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.

Conduct client reviews, research solutions and write reports making recommendations.

Deliver broad analysis of client tax positions and recommendations.

Work with the paraplanning team, providing mentoring, development and appraisals. Help grow and develop the team.

Work as part of a collaborative office environment, making suggestions and recommendations.

Knowledge and experience

Good general knowledge of financial products available in the wider market

Previous experience in a paraplanning role

Comfortable with investment and pension products and research tools.

Level 4 Qualification - CII Regulated Diploma in Financial Planning.

This is an excellent opportunity for individuals looking to develop their career.

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