Job details.
Published: about 5 months ago
An excellent opportunity has arisen for an experienced Paraplanner to join an award-winning financial advisory firm based in the City of London. This firm prides itself on offering a collaborative, friendly, and professional working environment, recognised for its positive workplace culture.
This role is ideal for a technically skilled Paraplanner looking to enhance their expertise, with a unique opportunity to achieve CAS sign-off within 12 months for those who wish to progress into an advisory role. However, the firm is equally open to individuals who prefer to remain in a dedicated paraplanning position.
Key Responsibilities:
- Provide full technical and planning support to Financial Advisers.
- Conduct research and analysis to develop tailored financial solutions.
- Prepare detailed financial plans, suitability reports, and client documentation.
- Attend client meetings to support advisers and enhance client relationships.
- Liaise with the Client Support team to ensure accurate record-keeping.
- Keep up to date with legislation, compliance requirements, and investment strategies.
- Maintain and develop technical knowledge across financial products, tax planning, and market trends.
Key Requirements:
- DipPFS qualified (Level 4 Diploma in Financial Planning).
- A minimum of 1-2 years’ paraplanning experience.
- Strong technical knowledge of financial planning, tax, and investment products.
- Excellent written and verbal communication skills.
- Proven ability to produce high-quality reports and recommendations.
- Proficiency with financial planning software such as Voyant, FE Analytics, and Adviser Office is beneficial.
The Package:
- Salary: £45,000 - £50,000 (dependent on experience).
- Performance-based bonus and comprehensive benefits package.
- Hybrid working policy, offering flexibility to support work-life balance.
This is a fantastic opportunity for a motivated and detail-oriented Paraplanner to join a well-established firm that truly values its employees. Whether you aspire to move into an advisory role or prefer to specialise in technical paraplanning, this position offers long-term career development and professional growth within a highly respected financial planning business.
An excellent opportunity has arisen for an experienced Paraplanner to join an award-winning financial advisory firm based in the City of London. This firm prides itself on offering a collaborative, friendly, and professional working environment, recognised for its positive workplace culture.
This role is ideal for a technically skilled Paraplanner looking to enhance their expertise, with a unique opportunity to achieve CAS sign-off within 12 months for those who wish to progress into an advisory role. However, the firm is equally open to individuals who prefer to remain in a dedicated paraplanning position.
Key Responsibilities:
- Provide full technical and planning support to Financial Advisers.
- Conduct research and analysis to develop tailored financial solutions.
- Prepare detailed financial plans, suitability reports, and client documentation.
- Attend client meetings to support advisers and enhance client relationships.
- Liaise with the Client Support team to ensure accurate record-keeping.
- Keep up to date with legislation, compliance requirements, and investment strategies.
- Maintain and develop technical knowledge across financial products, tax planning, and market trends.
Key Requirements:
- DipPFS qualified (Level 4 Diploma in Financial Planning).
- A minimum of 1-2 years’ paraplanning experience.
- Strong technical knowledge of financial planning, tax, and investment products.
- Excellent written and verbal communication skills.
- Proven ability to produce high-quality reports and recommendations.
- Proficiency with financial planning software such as Voyant, FE Analytics, and Adviser Office is beneficial.
The Package:
- Salary: £45,000 - £50,000 (dependent on experience).
- Performance-based bonus and comprehensive benefits package.
- Hybrid working policy, offering flexibility to support work-life balance.
This is a fantastic opportunity for a motivated and detail-oriented Paraplanner to join a well-established firm that truly values its employees. Whether you aspire to move into an advisory role or prefer to specialise in technical paraplanning, this position offers long-term career development and professional growth within a highly respected financial planning business.
Sector:
- Financial Planning
