Chartered Paraplanner with Project Management - London/Hybrid - £65-70k + discretionary bonus

ZipRecruiter; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a leading financial firm as a Chartered Paraplanner, where you will support advisers, manage projects, and enhance operational efficiency. This role involves conducting financial research, preparing reports, and improving workflows in a dynamic environment that values innovation and teamwork. Competitive salary and opportunities for career progression await you.

Benefits

Competitive salary package

Career progression opportunities

Supportive team environment

Qualifications

• Strong experience in financial planning and analysis.
• Proven ability to lead and manage projects.
• Adaptable and proactive approach to problem-solving.

Responsibilities

• Conduct thorough financial research and analysis.
• Prepare detailed suitability reports and recommendations.
• Manage financial planning projects to meet deadlines.

Skills

Financial planning and analysis

Project management

Attention to detail

Analytical skills

Communication

Collaboration

Education

Qualified Chartered Paraplanner (CII or equivalent)

Job description

Job Description

Are you an experienced Chartered Paraplanner with a knack for project management and strategic thinking? Do you thrive in a dynamic environment where your analytical skills shape financial strategies and streamline processes? If so, we have the perfect opportunity for you!

About the Role

As a Chartered Paraplanner, you’ll play a pivotal role in supporting financial advisers, conducting research, and preparing client reports. But that’s not all—you’ll also apply your project management expertise to improve workflows, oversee key financial projects, and ensure seamless execution of strategic initiatives.

Key Responsibilities

? Conduct thorough financial research and analysis to support advisers.? Prepare detailed suitability reports and recommendations.? Manage financial planning projects, ensuring deadlines and deliverables are met.? Collaborate with stakeholders to enhance operational efficiency.? Monitor regulatory compliance and ensure best practices are upheld.? Utilize technology to streamline financial processes and improve client service.

What We’re Looking For

? Qualified Chartered Paraplanner (CII or equivalent).? Strong experience in financial planning and analysis.? Proven ability to lead and manage projects effectively.? Excellent attention to detail and analytical skills.? Strong communication and collaboration abilities.? Adaptable and proactive approach to problem-solving.

Why Join?

�? Be part of a forward-thinking firm that values innovation and efficiency.?? Work on high-impact financial projects that shape client success.?? Join a supportive team committed to professional growth.?? Competitive salary package and career progression opportunities.

Ready to take the next step in your career? Apply today and become a vital part of our dynamic team!