Wealth Management Paraplanner — Portfolio & Suitability Expert

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player in wealth management is seeking a Paraplanner to join their dynamic team in London. In this role, you'll analyze client portfolios and provide regulated advice on pension transfers, investment taxation, and more. Your expertise will help formulate asset allocation recommendations and ensure compliance with regulatory standards. This is a fantastic opportunity to contribute to a well-respected firm while developing your skills in a supportive environment. If you're passionate about financial planning and client success, this role is perfect for you.

Qualifications

• 3+ years of financial services experience required.
• Strong understanding of financial planning principles and client suitability.

Responsibilities

• Evaluate client portfolios to determine suitable asset allocation recommendations.
• Review pension and investment bond arrangements for suitability.

Skills

Financial Planning Principles

Client Suitability Understanding

Time Management

Quantitative Analysis

Organizational Skills

Education

University Degree

Level 4 Qualification – CII Regulated Diploma in Financial Planning

CISI Investment Advice Diploma

Job description

An established industry player in wealth management is seeking a Paraplanner to join their dynamic team in London. In this role, you'll analyze client portfolios and provide regulated advice on pension transfers, investment taxation, and more. Your expertise will help formulate asset allocation recommendations and ensure compliance with regulatory standards. This is a fantastic opportunity to contribute to a well-respected firm while developing your skills in a supportive environment. If you're passionate about financial planning and client success, this role is perfect for you.