We have an exciting opportunity with a market-leading Financial Planning & Investment Management organisation. Our client is a prestigious financial services firm, managing over £1 Billion in Clients' assets, they have experienced remarkable growth over the past 5 years with ambitious growth plans for the short, medium and long term future.
About the Role:
As a Paraplanner, you will play a crucial role in supporting the firm's Financial Advisors and Wealth Managers in delivering exceptional service to their HNW clientele. Your expertise and attention to detail will be instrumental in providing accurate and comprehensive service to the companies clients.
- Conduct detailed research and analysis to assist Financial Advisors in developing comprehensive financial plans tailored to individual clients' needs
- Prepare client-specific suitability reports
- Cash flow modelling
- Collaborate closely with Advisors to gather all necessary information and ensure compliance with industry regulations and internal policies.
- Liaise with clients and be a vital point of contact for any technical queries
Qualifications and Experience:
- Experience as a Paraplanner within the financial services sector
- Strong knowledge of investment products, pension planning, taxation, and financial planning
- Excellent attention to detail & analytical skills
- Proficiency in using financial planning software and tools
- Professional qualifications such as Level 4 Diploma in Financial Planning (DipPFS) or equivalent will be highly regarded
- Join a prestigious Wealth firm with an exceptional reputation in the industry
- Work alongside experienced professionals who are passionate about delivering outstanding client service
- Gain exposure to a diverse range of high-net-worth clients and their unique financial situations
- Be part of a collaborative team culture that values innovation, professional development, and work-life balance
- Enjoy a competitive salary, attractive benefits package, and excellent career progression opportunities within a growing organisation
Basic salary to £45,000 + excellent company benefits including: 28 days holiday plus bank holidays, Death in Service, PHI, PMI, good pension and much more. The client also offer hybrid working split between office & home.
- Financial Services
- Financial Planning