Research Analysis Associate (Junior Paraplanner) London | Hybrid Salary: £38,000 - £44,000 I'm partnering with a well-established boutique Chartered Financial Planning firm in London that is looking to add a Research Analysis Associate (Junior Paraplanner) to its growing team. This is a great opportunity for someone who has already built experience supporting advisers and is looking to further develop their technical knowledge within a professional, client-focused environment. You'll work closely with experienced paraplanners and advisers, helping to deliver high-quality advice through research, analysis, report writing and new business processing. The role offers a broad range of responsibilities and would suit someone who enjoys the technical side of financial planning and takes pride in producing accurate, compliant work. What you'll be doing: • Researching pensions and investments and preparing recommendation packs • Obtaining information from providers and analysing client arrangements • Producing client-facing presentations and supporting meeting preparation • Writing suitability reports and preparing compliant files • Processing pension and investment applications from submission through to completion • Maintaining accurate client records and updating CRM systems •...
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Financial Divisions Careers Recruitment Team
