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Paraplanner Vacancy London
Salary: Up to £45,000 per annum + Annual Bonus
Location: London (Flexible working options available)
Industry: Financial Services (Independent Advisory Firm)
About Us:
Our client is a highly respected, independent financial advisory firm based in London, with a commitment to providing tailored, comprehensive financial advice to a diverse client base. With a strong focus on long-term relationships and a bespoke approach, they pride themselves on creating an environment where each team member can thrive and develop professionally. They are looking to expand their team with a dedicated Paraplanner to support their financial advisers and ensure their clients receive the highest quality service.
The Role:
As a Paraplanner in this dynamic firm, you will play a crucial role in supporting financial advisers in delivering exceptional advice. You will work closely with clients, assess their financial goals, and create detailed reports to inform the recommendations made by advisers. Your input will be essential in ensuring compliance, regulatory standards, and that clients receive accurate, thorough advice.
Key Responsibilities:
Provide comprehensive technical support to financial advisers, including preparing suitability reports, investment recommendations, and pension reviews.
Assist in gathering client data and financial information to prepare for meetings and ensure the delivery of tailored advice.
Conduct detailed research into products, market trends, and regulatory changes.
Assist in the preparation of client presentations and correspondence.
Support the compliance function by ensuring that all recommendations and documentation meet regulatory standards.
Liaise with clients directly, answering queries and maintaining strong client relationships.
Maintain accurate and up-to-date client files and records.
Develop and maintain expertise in financial products, services, and relevant regulations.
What Were Looking For:
A strong background in financial services, ideally with experience as a paraplanner or in a similar support role.
Excellent technical knowledge of pensions, investments, tax, and financial planning.
The ability to prepare clear and detailed suitability reports and provide effective solutions to clients financial needs.
Strong attention to detail and the ability to handle multiple priorities effectively.
Excellent communication and interpersonal skills, with a client-focused approach.
Ideally, progress towards or attainment of professional qualifications (e.g., Level 4 Diploma in Financial Planning).
Career Progression:
At our firm, your professional development is a priority. As you gain experience and further qualifications, there are multiple opportunities for career advancement. Whether you aim to move into a senior paraplanning role, become a client-facing financial adviser, or take on leadership responsibilities, we offer a clear and structured career path. Continuous training and development programs are available to help you reach your full potential, and we pride ourselves on promoting from within.
Benefits:
Competitive salary of up to £45,000 + Annual Bonus.
Flexible working options to support work-life balance.
Support towards professional development and qualifications.
Pension scheme and additional company benefits.
A collaborative, inclusive, and supportive working environment.
How to Apply:
If youre an experienced paraplanner looking for a new opportunity with a forward-thinking, independent firm, we would love to hear from you. Apply today with your CV and a cover letter outlining your experience and why you would be a great fit for the role.
Take the next step in your career and join a team where your growth and success are truly valued.
