Specialist Recruiters in Property & Finance

Integrating the best people

Paraplanner

504960

  • Competitive
  • Greater London, UK
  • Permanent / Full Time

My Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team.
 
This is a permanent role offering a competitive salary range of GBP35000.00 - GBP45000.00 with the opportunity for remote working.
 
As a Paraplanner, you will play a crucial role in supporting the director and high net worth clients by preparing suitability reports, conducting technical research, and ensuring compliance with internal and legislative obligations.
 
Key Responsibilities:
  • Prepare suitability reports for a wide variety of advice types
  • Carry out technical and fund research
  • Ensure compliance with company policy and procedures
  • Discuss client objectives with Financial Advisers
  • Liaise with product providers and other third parties effectively
Requirements:
  • Experience as a Paraplanner
  • Knowledge of compliance and legislative obligations
  • Effective communication and interpersonal skills
  • Ability to maintain effective relationships with colleagues
  • Proactive approach to enhancing industry and company knowledge
Qualifications:
  • Relevant certifications in Paraplanning or Financial Services
  • Demonstrated experience in preparing suitability reports
  • Minimum of 2 years experience as a Paraplanner
Amy Harris Senior Consultant | Financial Services | Wealth Management
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