Paraplanner - The next step in your Financial Planning Career - London - Hybrid - £65-70k

ZipRecruiter; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial advisory firm is seeking a Paraplanner to support their financial planners with research, analysis, and compliance. The ideal candidate will possess strong analytical skills and a diploma in financial planning, contributing to tailored client solutions. Join a collaborative team dedicated to client success, and enjoy a competitive salary with career progression opportunities.

Benefits

Competitive salary and benefits package

Career progression opportunities

Support with professional qualifications

Collaborative and supportive work environment

Qualifications

• Experience in financial planning or paraplanning is essential.
• Strong knowledge of investment, pensions, and financial products.
• Proficiency in financial planning software is required.

Responsibilities

• Conducting in-depth financial research to support client recommendations.
• Preparing detailed reports and suitability letters.
• Ensuring compliance with regulatory requirements.

Skills

Analytical skills

Communication skills

Problem-solving

Education

Diploma in Financial Planning

Tools

Financial planning software

Job description

Job Description

Are you an analytical thinker with a passion for financial planning? My client is looking for a detail-oriented and motivated Paraplanner to join our dynamic team.

About Company

They pride themselves on delivering expert financial advice with integrity and professionalism. The team is dedicated to helping clients achieve their financial goals through tailored solutions and strategic planning.

The Role

As a Paraplanner, you’ll be the backbone of the advisory process, supporting financial planners with research, analysis, and reporting. Your role will involve:

• Conducting in-depth financial research to support client recommendations
• Preparing detailed reports and suitability letters
• Analysing investment portfolios and financial products
• Ensuring compliance with regulatory requirements
• Collaborating closely with advisers to provide outstanding client service

What We’re Looking For

We value precision, problem-solving, and dedication. To thrive in this role, you should have:

• Experience in financial planning or paraplanning
• Strong knowledge of investment, pensions, and financial products
• Excellent analytical and communication skills
• Proficiency in financial planning software
• A diploma in financial planning or working towards Chartered status

Why Join?

• Competitive salary and benefits package
• Career progression opportunities and support with professional qualifications
• A collaborative and supportive work environment
• The chance to make a meaningful impact on clients' financial futures

If you’re ready to take the next step in your paraplanning career, we’d love to hear from you! Apply today and become part of their success story!

Contact: Ursula Sloan at Financial Divisions