Paraplanner
other jobs Eden Rose
Added before 6 Days
- England,London,City of London
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Full job descriptionParaplanner
Location: Central London (Hybrid Working)
Salary: Up to £50,000 + Benefits
Job Type: Full-Time, Permanent
The Opportunity
A leading, established, and growing wealth management business is seeking an experienced Paraplanner to join its Central London office. This is an excellent opportunity for a qualified Paraplanner looking to work within a professional and client-focused environment, supporting Financial Advisers with the delivery of high-quality financial planning advice.
Working on a hybrid basis, you will play a key role in the research, recommendation, report writing and implementation process, helping to deliver exceptional outcomes for high-net-worth and mass affluent clients.
Key Responsibilities
*Prepare and maintain comprehensive client files, including gathering information from providers and analysing existing arrangements.
*Conduct technical research across pensions, investments, protection and retirement planning solutions.
*Assist Advisers in developing suitable financial planning recommendations.
*Produce high-quality suitability reports and recommendation letters.
*Prepare illustrations, key features documents and supporting client literature.
*Support the implementation of investment, pension and protection recommendations.
*Ensure all client records, research and compliance documentation are accurately maintained on the CRM system.
*Prepare valuations, portfolio analysis and cashflow modelling for client review meetings.
*Complete annual review documentation and ongoing suitability assessments.
*Liaise with clients, providers and internal stakeholders to ensure an efficient advice process.
*Attend client meetings when required and produce detailed meeting notes.
*Maintain accurate workflow management and task tracking.
*Ensure all work is completed in line with FCA and internal compliance requirements.
Requirements
*Level 4 Diploma in Financial Planning (or equivalent) – essential.
*Minimum 3 years’ experience working as a Paraplanner within an IFA, Wealth Management or DFM environment.
*Strong report-writing experience and technical knowledge across pensions, investments and protection.
*Experience using financial planning and CRM systems.
*Strong understanding of FCA regulatory and compliance requirements.
*Excellent attention to detail and organisational skills.
*Strong communication skills, both written and verbal.
*Ability to manage multiple cases and deadlines effectively.
*Experience with cashflow modelling software would be advantageous.
Package
*Salary up to £50,000
*Hybrid working arrangement
*Central London office location
*Competitive benefits package
*Ongoing professional development and training support
*Collaborative and supportive team environment
*Long-term career progression opportunities
If you are a Diploma-qualified Paraplanner looking for your next challenge within a respected financial planning firm, we’d be keen to hear from you.
Location: Central London (Hybrid Working)
Salary: Up to £50,000 + Benefits
Job Type: Full-Time, Permanent
The Opportunity
A leading, established, and growing wealth management business is seeking an experienced Paraplanner to join its Central London office. This is an excellent opportunity for a qualified Paraplanner looking to work within a professional and client-focused environment, supporting Financial Advisers with the delivery of high-quality financial planning advice.
Working on a hybrid basis, you will play a key role in the research, recommendation, report writing and implementation process, helping to deliver exceptional outcomes for high-net-worth and mass affluent clients.
Key Responsibilities
*Prepare and maintain comprehensive client files, including gathering information from providers and analysing existing arrangements.
*Conduct technical research across pensions, investments, protection and retirement planning solutions.
*Assist Advisers in developing suitable financial planning recommendations.
*Produce high-quality suitability reports and recommendation letters.
*Prepare illustrations, key features documents and supporting client literature.
*Support the implementation of investment, pension and protection recommendations.
*Ensure all client records, research and compliance documentation are accurately maintained on the CRM system.
*Prepare valuations, portfolio analysis and cashflow modelling for client review meetings.
*Complete annual review documentation and ongoing suitability assessments.
*Liaise with clients, providers and internal stakeholders to ensure an efficient advice process.
*Attend client meetings when required and produce detailed meeting notes.
*Maintain accurate workflow management and task tracking.
*Ensure all work is completed in line with FCA and internal compliance requirements.
Requirements
*Level 4 Diploma in Financial Planning (or equivalent) – essential.
*Minimum 3 years’ experience working as a Paraplanner within an IFA, Wealth Management or DFM environment.
*Strong report-writing experience and technical knowledge across pensions, investments and protection.
*Experience using financial planning and CRM systems.
*Strong understanding of FCA regulatory and compliance requirements.
*Excellent attention to detail and organisational skills.
*Strong communication skills, both written and verbal.
*Ability to manage multiple cases and deadlines effectively.
*Experience with cashflow modelling software would be advantageous.
Package
*Salary up to £50,000
*Hybrid working arrangement
*Central London office location
*Competitive benefits package
*Ongoing professional development and training support
*Collaborative and supportive team environment
*Long-term career progression opportunities
If you are a Diploma-qualified Paraplanner looking for your next challenge within a respected financial planning firm, we’d be keen to hear from you.
Job number 4041036
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Company Details:
Eden Rose
Company size: 50–99 employees
Industry: Other
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