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    6 days ago

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    1 month ago

    London, Greater London, United Kingdom Financial Divisions Full time

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Senior Financial Paraplanner

4 months ago

London, United Kingdom mbf Full time

Join a rapidly growing FinTech company at the forefront of redefining personal financial advice. Our client is dedicated to making financial services transparent, efficient, and meaningful, focusing on enhancing clients' lives rather than material possessions.
As a Financial Strategy Technical Specialist, you will play a pivotal role in maintaining the highest standards of financial advice and service delivery within our clients Client Advice team. Assist Wealth Advisers (WA’s) in developing high-quality financial strategies aligned with clients' goals.
Collaborate with WA’s and compliance teams to ensure regulatory compliance and industry best practices.
Minimum of 5 years' experience in a paraplanning or technical specialist role within the UK financial planning industry.
Deep understanding of financial markets, investment products, and regulatory requirements.
Chartered Financial Planner status (Level 6) from the Chartered Insurance Institute (CII) and completion of specified CII exams.
Warm and engaging with strong relationship-building skills.
Flexible working environment with a hybrid working policy.
Generous annual leave allowance and family-friendly policies.
Regular team socials and a welcoming, inclusive office environment.
Competitive salary package and pension contribution.
Don't miss out on this opportunity to grow your career in a rapidly expanding FinTech environment.