Paraplanner

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player in wealth management is seeking a Paraplanner to join their dynamic team in London. In this role, you'll analyze client portfolios and provide regulated advice on pension transfers, investment taxation, and more. Your expertise will help formulate asset allocation recommendations and ensure compliance with regulatory standards. This is a fantastic opportunity to contribute to a well-respected firm while developing your skills in a supportive environment. If you're passionate about financial planning and client success, this role is perfect for you.

Qualifications

• 3+ years of financial services experience required.
• Strong understanding of financial planning principles and client suitability.

Responsibilities

• Evaluate client portfolios to determine suitable asset allocation recommendations.
• Review pension and investment bond arrangements for suitability.

Skills

Financial Planning Principles

Client Suitability Understanding

Time Management

Quantitative Analysis

Organizational Skills

Education

University Degree

Level 4 Qualification – CII Regulated Diploma in Financial Planning

CISI Investment Advice Diploma

Job description

Financial Services Recruitment Professional

We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a well established wealth management firm, helping to analyse prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.

Responsibilities:

• Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
• Review and formulate plans for clients with highly specialised situations
• Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable
• Create and lead training for other groups within the firm as needed
• Work on ad hoc projects to improve the efficiency of the firm
• Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

Your Qualifications:

• A University degree or equivalent combination of education/experience
• Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
• 3+ years financial services experience required
• Experience working with accuracy and ability to organise/time-manage
• Quantitative in nature
• Ability to work under pressure and in a dynamic team environment
• Very strong understanding of Financial Planning principles
• Exceptional understanding of client suitability

If you are interested in applying for this role then please submit a copy of your CV to [e-mail].

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance