Hybrid Paraplanner: Create Impactful Client Reports in London

Nelson Scott; England; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Structured training programme

Continuous professional development

Job summary

A financial services recruitment firm is seeking a talented Paraplanner to join their team in London. The role involves supporting Financial Planners with client meetings and preparing financial advice. Candidates must be Level 4 qualified and have at least 4 years of relevant experience. This position offers a structured training program and a hybrid working model, requiring in-office presence two days a week.

Qualifications

• 4 years of paraplanning experience with a solid technical knowledge.
• Ability to explain complex issues in writing and face-to-face.

Responsibilities

• Prepare suitability reports across various advice types and financial products.
• Collaborate with Financial Planners to achieve positive client outcomes.
• Attend client meetings to support Financial Planners.

Skills

Excellent communication skills

Stakeholder management

Understanding of FCA's COBS requirements

Education

Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning

Level 6/Chartered status

Job description

A financial services recruitment firm is seeking a talented Paraplanner to join their team in London. The role involves supporting Financial Planners with client meetings and preparing financial advice. Candidates must be Level 4 qualified and have at least 4 years of relevant experience. This position offers a structured training program and a hybrid working model, requiring in-office presence two days a week.