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Paraplanner

JAMES SMITH RECRUITMENT LTD

Greater London

Hybrid

GBP 35,000 - 60,000

Full time

6 days ago

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Job summary

An established industry player is seeking a dedicated Paraplanner to join their dynamic team in central London. This full-time hybrid role offers the flexibility of working from home while providing essential support to financial planners. You'll be responsible for conducting in-depth research, preparing comprehensive client reports, and ensuring that financial strategies are accurate and tailored to clients' needs. If you're passionate about financial planning and eager to grow in a supportive environment, this opportunity is perfect for you.

Qualifications

Experience in financial planning and analysis with a focus on strategies.
Strong research and analytical skills to prepare detailed client reports.

Responsibilities

Support financial planners in preparing and implementing financial plans.
Conduct research and prepare client reports while interacting with clients.

Skills

Financial Planning

Research Skills

Analytical Skills

Communication Skills

Client Interaction

Education

Diploma in Financial Planning

Tools

Financial Planning Software

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Wealth management firm managing generational wealth for UHNW individuals, based in central London.

Our client is looking for either a fulltime or part time Paraplanner.

They are happy to consider trainee paraplanners and paraplanners with around 2 years experience.

Role Description

This is a full-time hybrid role for a Paraplanner, located in the London Area. Some work from home is acceptable. The Paraplanner will be responsible for supporting financial planners in the preparation and implementation of financial plans. Daily tasks include conducting research, preparing client reports, and reviewing financial strategies. The Paraplanner will also interact with clients to gather relevant information and ensure that financial plans are comprehensive and accurate.

Qualifications

Experience in financial planning and analysis, including understanding financial products and strategies.
Strong research and analytical skills, with the ability to prepare detailed client reports and review financial strategies.
Excellent written and verbal communication skills, with a focus on client interactions and information gathering.
Proficiency in using financial planning software and tools.
Ability to work independently and in a hybrid work environment.
Relevant qualifications such as a Diploma in Financial Planning or equivalent.

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time
Industries
Outsourcing and Offshoring Consulting

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