Back to search
Route to Adviser if required
An excellent opportunity within a boutique firm utilising cutting edge, innovative strategies, you will be tasked to deliver sophisticated financial planning solutions using their bespoke approach. Working in a hybrid arrangement, you will work closely with advisers and investment managers to develop data-driven financial strategies that genuinely provide excellent client solutions.
As their Paraplanner the role will include (but not be limited to):
- Creating detailed suitability reports that translate complex quantitative strategies into clear recommendations
- Interpreting and applying proprietary quantitative models to client portfolios
- Liaising with investment managers to implement outcome-driven solutions
- Attending client meetings to provide technical support to advisers
- Providing essential technical input throughout the financial planning process
- Working closely with financial planners, providers, and clients to ensure exceptional client service
- Maintaining rigorous compliance standards while embracing their innovative Strategy
About you:
You will be essentially Level 4 Diploma in Financial Planning qualified, with solid experience gained as a Paraplanner in a Wealth management or IFA environment. You will possess significant technical knowledge of all products and be analytically minded with experience gained in working with quantitative models. In addition you will have the ability to communicate effectively and explain complex matters clearly.
This represents an exceptional opportunity for a talented, technically knowledgeable Paraplanner to join a business that is well established yet challenging the traditional way of thinking!
CV to Jim at Financial Divisions
