Career Paraplanner

Matthew Tatnell Ltd, Wealth Management Recruitment; City Of London; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

An established industry player in wealth management is seeking a Career Paraplanner to join their dynamic team in the City of London. This full-time hybrid role offers the opportunity to work both in the office and from home. The ideal candidate will support financial planners by preparing client files, conducting thorough research, and generating detailed financial reports. With a focus on financial planning and investments, this position is perfect for someone with at least 5 years of experience and a passion for delivering exceptional client service. Join this reputable firm and contribute to their continued growth and success.

Qualifications

• 5+ years experience in financial planning required.
• Strong analytical skills and knowledge of investments needed.

Responsibilities

• Support financial planners in preparing client files.
• Conduct research and analysis on financial products.

Skills

Financial Planning

Analytical Skills

Attention to Detail

Organizational Skills

Communication Skills

Teamwork

Independence

Education

Chartered Financial Planner status

Level 6 qualification in Financial Planning

Job description

Matthew Tatnell Ltd, Wealth Management Recruitment City Of London, England, United Kingdom

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Direct message the job poster from Matthew Tatnell Ltd, Wealth Management Recruitment

Managing Director at Matthew Tatnell Limited,Wealth Management Recruitment

Company Description

Independently owned, highly reputable and fast-growing, City of London based boutique Wealth Manager with over £1Bn in AuM

Role Description

This is a full-time hybrid role for a Career Paraplanner located in the City of London with some work-from-home opportunities. The Career Paraplanner will be responsible for supporting financial planners in preparing and maintaining client files, conducting research and analysis on financial products and investments, and generating detailed financial reports. Day-to-day tasks will also include helping in the creation of financial plans and providing administrative support to ensure smooth operations within the team.

Qualifications

• Financial Planning and Finance skills
• Analytical Skills and Investments knowledge
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Minimum 5 years experience in financial planning
• Chartered Financial Planner status (or well on way to this Level 6 qualification

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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