Wealth Planning Paraplanner | Report Specialist

Jenson Fisher Consulting Ltd; City Of London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A prestigious wealth management firm is seeking a Paraplanner to join its Wealth Management division. The role involves assisting Wealth Managers by producing wealth planning reports and ensuring effective client communication. Candidates should have a degree, DipPFS, and at least a year of experience in financial report writing. The firm values innovative service delivery and prides itself on personal client interactions.

Qualifications

• 12 months experience of financial report writing.
• Previous use of financial planning software is advantageous.
• Build technical knowledge to achieve chartered financial planner status.

Responsibilities

• Liaise with administrators and planners for report production.
• Ensure product research is kept up to date.
• Produce client reports within agreed timescales.
• Prepare paperwork for client meetings.
• Manage all forms of client communications.

Skills

Financial report writing

Technical knowledge

Client communication

Education

Educated to degree level or equivalent

DipPFS or equivalent

Tools

First software

Intelliflo

Voyant or alternative Cashflow software

Job description

A prestigious wealth management firm is seeking a Paraplanner to join its Wealth Management division. The role involves assisting Wealth Managers by producing wealth planning reports and ensuring effective client communication. Candidates should have a degree, DipPFS, and at least a year of experience in financial report writing. The firm values innovative service delivery and prides itself on personal client interactions.