Paraplanner

Advance Search & Selection Ltd

Posted 14 days ago, valid for 6 days

London, Greater London EC1R 0WX

Full Time

Retirement Plan

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Paraplanner - Wealth Management

London

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

This well-established wealth management company that prides itself on delivering tailored financial advice to HNW individuals. They are looking for a dedicated and detail-oriented Paraplanner to join the team. If you have a passion for financial planning and want an excellent employer to work for, we want to hear from you!

Key Responsibilities:

Prepare financial plans, reports, and recommendations for clients. Conduct research on financial products, investment strategies, tax issues, and pensions. Assist in the creation and maintenance of client records, ensuring accuracy and compliance. Liaise with clients and third parties, ensuring seamless communication and timely service. Help with regulatory and compliance matters, ensuring that all work is completed according to financial regulations. Stay up to date with market trends, financial products, and changes in regulations. Work as part of a collaborative office environment, making suggestions and recommendations.

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 or equivalent.

Benefits:

Full benefits provided, Pension scheme, healthcare, flexible working, etc.
Opportunities for career progression.
Ongoing professional training and development support.

How to Apply:

Please send your CV and a cover letter to the application link.