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Paraplanner (Pensions Management)

4 months ago

Ruislip Greater London, United Kingdom Capio Recruitment Full time €45,000

Job Title: Paraplanner - Development in to a Financial Advisor Location: Ruislip, London
Hybrid working model
Free parking
Discretionary bonus
Development opportunities into a Financial Adviser role

Company Overview: Join a dynamic financial services firm based near Ruislip, London, renowned for its commitment to providing exceptional client service and fostering a supportive work environment. With a focus on growth and development, we are seeking a talented Paraplanner to join our team and contribute to our continued success.

Role Overview: As a Paraplanner, you will play a pivotal role in supporting our Financial Advisers in delivering tailored financial solutions to our diverse client base. You will have the opportunity to utilize your technical expertise and analytical skills to assist in the preparation of high-quality financial plans and reports, ensuring compliance with regulatory standards.

Conduct comprehensive research and analysis to support the development of financial plans and recommendations.
Prepare suitability reports and other client documentation in accordance with regulatory requirements.
Collaborate closely with Financial Advisers to understand client needs and objectives.
Stay abreast of industry developments and regulatory changes to ensure compliance and best practice.

Previous experience in a Paraplanning role within the financial services sector.
Strong technical knowledge of financial products, investments, and regulatory requirements.
Diploma in Financial Planning).

Competitive salary up to £45,000 per annum.
Hybrid working model, offering flexibility and work-life balance.
Free parking facilities.
Discretionary bonus scheme.
Support towards professional qualifications and ongoing development opportunities.
Clear career progression path into a Financial Adviser role for motivated individuals.