At a Glance
- Tasks: Join a dynamic team to deliver top-notch financial planning solutions for diverse clients.
- Company: A successful and growing financial planning firm in London.
- Benefits: Competitive salary up to £55k, discretionary bonus, and professional growth opportunities.
- Other info: Engaging work environment with opportunities for career advancement.
- Why this job: Be part of the client journey and make a real impact on their financial futures.
- Qualifications: Experience as a paraplanner with strong analytical and communication skills.
The predicted salary is between 55000 - 55000 £ per year.
The Opportunity Our client is seeking an experienced and technically proficient Paraplanner to join a successful and growing financial planning team.
Working closely with Financial Advisers, you will play a pivotal role in delivering high-quality holistic financial planning solutions to a diverse portfolio of clients.
This is an excellent opportunity for an ambitious paraplanner who enjoys complex planning work and wants to be involved in every stage of the client journey, from research and cashflow modelling through to financial planning recommendations and ongoing reviews.
Key Responsibilities Prepare for and attend client meetings alongside Financial Advisers Take detailed meeting notes and follow up on technical matters arising from discussions Gather, analyse and interpret detailed financial information from clients and professional advisers Research and formulate appropriate planning solutions to meet clients' objectives Produce clear, accurate and compliant suitability reports Create and maintain detailed lifetime cashflow forecasting models Support the development of bespoke financial plans covering: Retirement planning Investment and wealth management strategies Tax planning Estate, succession and legacy planning Protection and contingency planning Conduct ongoing...
