Paraplanner (Pensions Management)
2 months ago
We are working with a dynamic and reputable financial planning & investment management organisation to recruit an experienced Paraplanner. Our client is a rapidly growing firm, known for dedication and exceptional service to their HNW & UHNW client book. They offer a unique and integrated approach to financial planning and investment management.
Collaborate closely with our Independent Financial Advisers (IFAs) to provide comprehensive support in the preparation of financial plans and recommendations.
Conduct detailed research and analysis on various financial products, including pensions, investments, and protection plans.
Prepare detailed and accurate reports, financial plans, and suitability letters tailored to individual client needs and objectives.
Maintain up-to-date knowledge of financial products, market trends, and regulatory changes.
Assist in client meetings, where necessary, to provide technical support and help explain complex financial concepts.
Liaise with clients, product providers, and other stakeholders to facilitate smooth implementation of financial plans.
Proven experience as a Paraplanner within an IFA environment, with a strong understanding of financial planning and investment management.
Experience working with HNW clients is highly desirable.
Strong analytical skills with the ability to interpret and present complex financial information clearly and concisely.
Proficiency in using financial planning software and CRM systems.
Relevant financial services qualifications (e.g., Diploma in Financial Planning, CII, CISI) are preferred.
Competitive salary to £50,000
Opportunity to work with a reputable and growing organisation that values professional development and career progression
Discretionary bonus
Pension, Group Income Protection, Life Assurance and much more
Free parking
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