Experienced Paraplanner/Trainee Adviser

TN United Kingdom; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A boutique wealth management company in West London is seeking an experienced Paraplanner to join their friendly team. This role involves supporting advisers, managing the paraplanning process, and delivering excellent client service. Ideal candidates will have a strong background in wealth management and be Diploma Level 4 qualified in Financial Planning.

Qualifications

• 2+ years experience as a Paraplanner.
• 4+ years experience in the Wealth Management Industry.

Responsibilities

• Support advisers throughout the advice process.
• Prepare suitability reports and manage the paraplanning process.
• Assist in training Junior Paraplanners.

Skills

Attention to Detail

Client Focus

Communication

Education

Diploma Level 4 Qualified in Financial Planning

Job description

Job Description:

We are currently recruiting for a boutique Paraplanner based in West London who is looking to recruit an experienced Paraplanner. This is a great opportunity for a Paraplanner to make the move into advising.

Due to expansion, an exciting position has become available for a qualified Paraplanner to join a friendly team based in West London. If you have paraplanning experience, then this is a perfect opportunity to join a growing boutique wealth management company.

Working closely with the advisers, you will be conversant in all pensions including Defined Benefits as well as EIS/VCT and other tax-advantaged investments. Providing support throughout the advice process, you will ensure a first-class client service is delivered. You will interpret information obtained during client meetings, conduct research to provide solutions to meet their needs, prepare APTA/TVA (using SelectaPension), and recommend an appropriate course of action in suitability reports. You will manage the paraplanning process whilst supporting the advisers, and assist in the training of Junior Paraplanners as required. Other day-to-day duties include dealing with queries, preparing existing client files for review, and ensuring compliance on an ongoing basis. You must maintain up-to-date product knowledge to ensure reports are technically accurate and compliance standards are adhered to.

The ideal candidate will be:

• Experienced as a Paraplanner - 2+ years
• Experienced in the Wealth Management Industry - 4+ years
• Diploma Level 4 Qualified in Financial Planning
• Flexible, adaptable, client-focused individual with excellent attention to detail
• Ability to work independently and within a team
• Excellent verbal and written communication skills