Senior Paraplanner – Investment & Pension Specialist Hybrid

Jenson Fisher Consulting Ltd; City Of London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A prestigious Wealth Management firm is seeking a Senior Paraplanner to support Financial Advisers in managing client relationships and creating detailed financial plans. This role emphasizes collaboration, analytical skills, and direct interaction with clients, ensuring personalized service. Candidates should have 3+ years of relevant experience, strong technical knowledge, and proficient communication skills. The position offers a hybrid work model requiring office attendance three days a week.

Qualifications

• 3+ years post qualified relevant experience in financial planning.
• Strong knowledge of financial planning principles and investment products.
• Understanding of FCA regulations and compliance associated with financial advice.

Responsibilities

• Assist Financial Advisers in managing clients' planning needs.
• Draft and present detailed financial reports.
• Check client files for compliance with company procedures.

Skills

Interpersonal skills

Communication skills

Organisational skills

Numerical analysis

Attention to detail

Education

University degree or equivalent

Level 4 Diploma in Regulated Financial Planning

CISI Investment Advice Diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A prestigious Wealth Management firm is seeking a Senior Paraplanner to support Financial Advisers in managing client relationships and creating detailed financial plans. This role emphasizes collaboration, analytical skills, and direct interaction with clients, ensuring personalized service. Candidates should have 3+ years of relevant experience, strong technical knowledge, and proficient communication skills. The position offers a hybrid work model requiring office attendance three days a week.