Paraplanner

Integrity Talent Solutions; Greater London; On-site; USD 53,691 - 93,959; Full time

Job summary

An established industry player in financial services is seeking a detail-oriented Paraplanner to join their dynamic team. This role is essential for assessing client portfolios and providing regulated guidance on various investment strategies. You will engage in formulating asset allocation recommendations, drafting suitability reports, and ensuring compliance with regulatory standards. If you thrive in a collaborative environment and have a passion for wealth management, this opportunity is perfect for you to advance your career and make a significant impact in the financial advisory space.

Qualifications

• 3+ years of experience in a similar role with strong analytical skills.
• Level 4 qualification preferred for effective client guidance.

Responsibilities

• Assess client portfolios and provide regulated guidance on investments.
• Develop solutions for clients with complex financial situations.

Skills

Analytical Skills

Attention to Detail

Client Suitability Assessments

Financial Planning Strategies

Investment Principles

Education

Level 4 Qualification – DipFA, DipPFS or IAD

Job description

Managing Director @ Integrity Talent Solutions | Financial Service Recruitment

Our client, a well-established and growing investment advisory firm, is looking for an experienced Paraplanner to join their team. This organisation is dedicated to delivering tailored investment solutions and exceptional client service.

This role involves assessing client portfolios, providing regulated guidance on pension transfers, bond surrenders, investment taxation, and structure suitability.

As a Paraplanner reporting to the team lead, you will formulate asset allocation recommendations and draft suitability reports to support client investment strategies.

Duties:

• Assess client financial objectives, portfolio composition, time horizon, cash flow needs, and overall financial standing to determine suitable investment recommendations.
• Analyse and develop solutions for clients with complex financial situations.
• Evaluate existing pension and investment bond structures to determine the feasibility of transfers.
• Design and deliver training initiatives for internal teams as required.
• Engage in ad hoc projects aimed at improving operational efficiency.
• Ensure full regulatory compliance concerning the provision of investment guidance.

Your Qualifications:

• Level 4 Qualification – DipFA, DipPFS or IAD (preferred).
• Minimum of 3 years’ experience in a similar role.
• Strong analytical mindset with excellent attention to detail.
• Ability to thrive in a dynamic, team-oriented environment.
• Deep understanding of investment principles and financial planning strategies.
• Expertise in client suitability assessments.

If you’re a detail-oriented and analytical professional eager to progress your career in wealth management…

APPLY NOW!!

Seniority level

Associate

Employment type

Full-time

Job function

Analyst

Industries

Financial Services, Investment Advice, and Investment Management