Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets.
Day-to-day of the role:
* Client Interaction and Analysis:
*Understand clients’ financial situations and objectives.
*Analyse clients’ circumstances, objectives, and risk profiles.
*Identify missing client information pertinent to formulating recommendations.
*Maintain accurate and up-to-date client records.

* Research and Technical Support:
*Provide research on advice areas, products, and investment solutions using company-approved systems.
*Prepare information and comparisons for analysis by advisers.
*Assist in cashflow modelling analysis.

* Report Preparation:
*Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures.
*Obtain accurate illustrations, key features, and other relevant paperwork for advisers’ presentation meetings with clients.

Required Skills & Qualifications:
* Essential:
*5 GCSEs passes or equivalent including English and Maths.
*Attainment of the Level 4 Diploma in Financial Planning.
*Strong communication skills, able to adapt language and style to suit the audience.
*Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.
*Proficient in customer service, understanding and prioritising work to deliver excellent service.
*Teamwork and collaboration skills, understanding the importance of working together to improve outcomes.
*Technological proficiency relevant to the role.

*Location: London, UK
*Job Type: Full-time
Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. As a Paraplanner, you will play a crucial role in supporting our clients—both corporate and personal—by ensuring they make informed financial decisions aligned with their specific needs.
Day-to-day of the role:
* Client Interaction and Analysis:
*Understand clients’ financial situations and objectives.
*Analyse clients’ circumstances, objectives, and risk profiles.
*Identify missing client information pertinent to formulating recommendations.
*Maintain accurate and up-to-date client records.

* Research and Technical Support:
*Provide research on advice areas, products, and investment solutions using company-approved systems.
*Prepare information and comparisons for analysis by advisers.
*Assist in cashflow modelling analysis.

* Report Preparation:
*Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures.
*Obtain accurate illustrations, key features, and other relevant paperwork for advisers’ presentation meetings with clients.

* Administrative Support:
*Maintain client and plan records on the back-office system.
*Ensure all relevant documentation is correctly uploaded and named in accordance with company procedures.
*Manage and complete tasks on the back-office system as per company procedures.

Required Skills & Qualifications:
* Essential:
*5 GCSEs passes or equivalent including English and Maths.
*Attainment of the Level 4 Diploma in Financial Planning.
*Strong communication skills, able to adapt language and style to suit the audience.
*Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.