Paraplanner - Fast-Track to Financial Planner (HNW Clients)

Jenson Fisher Consulting Ltd; City Of London; On-site; GBP 40,000 - 50,000; Full time

Job summary

A prestigious boutique Wealth Planning firm is looking for an ambitious Paraplanner to join their team in London. This role offers a fast-track opportunity to become a Financial Planner while working closely with Advisors and HNW clients. Key responsibilities include assisting with client planning, drafting financial reports, and attending client meetings. Strong technical knowledge and a relevant degree are essential for this position. The firm values collaboration and professional development.

Qualifications

• 2+ years post-qualified relevant experience.
• Highly numerate with ability to analyse financial data.
• Meticulous attention to detail with a focus on accuracy.

Responsibilities

• Assist Financial Advisers in managing clients' planning needs.
• Attend client meetings with Financial Planners.
• Draft detailed financial reports and recommendations.

Skills

Strong technical knowledge of financial planning principles

Proficiency in drafting financial reports

Understanding of FCA regulations

Strong organisational abilities

Education

University degree with a minimum of 2:1

Level 4 Diploma in Regulated Financial Planning

Job description

A prestigious boutique Wealth Planning firm is looking for an ambitious Paraplanner to join their team in London. This role offers a fast-track opportunity to become a Financial Planner while working closely with Advisors and HNW clients. Key responsibilities include assisting with client planning, drafting financial reports, and attending client meetings. Strong technical knowledge and a relevant degree are essential for this position. The firm values collaboration and professional development.