At a Glance
- Tasks: Prepare financial reports and support advisers in delivering top-notch financial advice.
- Company: Join a dynamic wealth management firm in London with a supportive team.
- Benefits: Earn up to £60,000 plus benefits and enjoy hybrid working.
- Other info: Exciting opportunity for career development in a reputable firm.
- Why this job: Grow your career in a forward-thinking environment while making a real impact.
- Qualifications: Experience as a paraplanner and strong analytical skills required.
The predicted salary is between 40500 - 49500 £ per year.
Paraplanner - London | Hybrid Working Available - Up to £60,000 (DOE) + Benefits Full-Time | Permanent Join a Dynamic and Growing Financial Planning Team An exciting opportunity has arisen for an experienced Paraplanner to join a successful and highly regarded wealth management firm based in London.
Working alongside a team of Financial Advisers and support professionals, you will play a key role in delivering high-quality financial planning solutions to a diverse portfolio of clients.
This is an excellent opportunity for a technically strong paraplanner looking to further develop their career within a supportive and forward-thinking environment.
Key Responsibilities Preparing high-quality suitability reports and financial planning recommendations.
Conducting technical research across pensions, investments, protection, and retirement planning.
Analysing client information and identifying suitable planning solutions.
Supporting Financial Advisers in the delivery of holistic financial advice.
Liaising with providers and third parties to obtain relevant information.
Ensuring all work is completed in line with FCA regulations and internal compliance standards.
Maintaining accurate client records and documentation.
About You The ideal candidate will have: Pr...
Paraplanner - London - Hybrid Working Available - Up to £60,000 (DOE) + Benefits employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
