Paraplanning Specialist — Client-Facing Financial Planning

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

Job summary

A financial services firm in Greater London is looking for a Financial Planning Associate to provide client-facing support. This role involves assisting financial planners, conducting research, and drafting suitability reports. Candidates should have over 3 years of experience in paraplanning or financial planning support, as well as strong analytical and communication skills. Proficiency in tools like Xplan and MS Office is required. This position offers significant exposure to financial advising and career growth opportunities.

Qualifications

• Minimum of 3+ years' experience in paraplanning or financial planning support.
• Strong understanding of financial planning products and regulations.
• Proven ability to write clear and compliant reports.

Responsibilities

• Support financial planners and analyze client situations.
• Prepare for client meetings and update records.
• Build relationships with clients as a secondary contact.
• Research financial solutions tailored to client needs.

Skills

Analytical skills

Report writing

Attention to detail

Communication

Organizational skills

Tools

Xplan

MS Office

FE Analytics

Voyant

Job description

A financial services firm in Greater London is looking for a Financial Planning Associate to provide client-facing support. This role involves assisting financial planners, conducting research, and drafting suitability reports. Candidates should have over 3 years of experience in paraplanning or financial planning support, as well as strong analytical and communication skills. Proficiency in tools like Xplan and MS Office is required. This position offers significant exposure to financial advising and career growth opportunities.