Paraplanner: Fast-Track to Financial Planner

Jenson Fisher Consulting Ltd; City Of London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A prestigious boutique Wealth Planning firm in London is seeking a motivated Paraplanner to support Financial Advisers and start a fast-track career to become a Financial Planner. The role involves managing client relationships, drafting financial reports, and attending meetings. Ideal candidates will possess a strong technical background in financial planning and a Level 4 Diploma in Regulated Financial Planning.

Qualifications

• 2+ years post qualified relevant experience.
• Strong all round technical knowledge of financial planning principles.
• Understanding of FCA regulations and compliance.
• Professional, presentable and motivated self-starter.

Responsibilities

• Assist Financial Advisers in managing clients' planning needs.
• Attend client meetings with the Financial Planners.
• Draft and present detailed financial reports.
• Develop relationships of trust with clients.

Skills

Technical knowledge of financial planning principles

Client relationship management

Report drafting and presentation skills

Attention to detail

Time management

Education

A University degree, minimum 2:1

Level 4 Diploma in Regulated Financial Planning

Job description

A prestigious boutique Wealth Planning firm in London is seeking a motivated Paraplanner to support Financial Advisers and start a fast-track career to become a Financial Planner. The role involves managing client relationships, drafting financial reports, and attending meetings. Ideal candidates will possess a strong technical background in financial planning and a Level 4 Diploma in Regulated Financial Planning.