Paraplanner

mbf; Greater London; Hybrid; GBP 46,000 - 55,000; Full time

Job summary

Join a prestigious Wealth & Investment Management firm as a Paraplanner in London. This role offers a hybrid working model with up to three days remote work, providing essential support to financial advisors and engaging with clients. You will conduct research, prepare detailed reports, and ensure compliance with industry regulations. With a competitive salary and opportunities for career progression, this is the perfect chance for an experienced professional to thrive in a collaborative environment. Embrace the opportunity to make a significant impact in the financial services sector.

Benefits

Life Cover

Private Medical Insurance

Health Screening

Income Protection

Sharesave Plan

Season Ticket Loan

Great Annual Leave + Buy an extra 5 days

Full study support

Qualifications

• Minimum 2 years as a Paraplanner in financial services.
• Strong communication skills to explain complex concepts.

Responsibilities

• Support financial advisors in developing financial plans.
• Conduct research on financial products and market trends.

Skills

Financial Planning

Research and Analysis

Communication Skills

Regulatory Compliance

Education

Diploma in Financial Planning

Chartered status (in progress)

Tools

Financial Planning Software

Job description

6 days ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Recruitment within Financial Services, Insurance and Tech & Change

Job Title: Paraplanner

Location: London (Hybrid working with up to three days work from home)

Salary: Up to £55,000 per annum, plus bonus and benefits

Are you an experienced Paraplanner looking to join a prestigious Wealth & Investment Management firm with a strong presence across the UK? Our client, based in London, is seeking a dynamic and talented individual to join their team. This is a fantastic opportunity to work in a hybrid environment, with up to 3 days of remote working, and offers a clear path for career progression.

Key Responsibilities:

• Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
• Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
• Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
• Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans.
• Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.

Requirements:

• Experience: Minimum of 2 years of experience as a Paraplanner within the financial services sector.
• Qualifications: You should hold your Diploma in Financial Planning and ideally be working towards Chartered status.
• Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.
• Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
• Team Player: Collaborative approach to working within a team environment.

Package

• Competitive salary up to £55,000 per annum.
• Performance-based bonus.
• Life Cover
• Private Medical Insurance
• Health Screening
• Income Protection
• Sharesave Plan
• Season Ticket Loan
• Great Annual Leave + Buy an extra 5 days
• Full study support
• Hybrid working model with up to 3 days remote working.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning, Research, and Consulting

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