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Paraplanner

2 months ago

West End, United Kingdom Deerfoot IT Resources Limited Full time

Position: Paraplanner

Overview:

Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to contribute to the high standards of their firm and make a meaningful impact on their clients' financial planning needs.

Responsibilities:

Assist in the development of comprehensive financial plans for clients
Prepare reports, charts, and financial models
Analyze client data and provide recommendations for financial strategies
Serve as a primary point of contact for client inquiries and follow-ups
Conduct research on investment options, financial products, and market trends
Lead and mentor a team of junior para-planners
Ensure compliance with regulatory requirements and company policies
Identify opportunities for improving financial planning processesQualifications:

Proficient in Microsoft Office Suite and financial planning software
Relevant financial planning certifications (e.g., CII)
5+ years of experience in a financial planning or similar role
Strong leadership and project management skills
Bachelor's degree in Finance, Accounting, Economics, or a related field (desirable)Day-to-day:

You will work closely with our financial planners to develop comprehensive financial plans, conduct research on investment options, and provide exceptional service to our clients. Additionally, you will lead and mentor a team of junior para-planners, ensuring compliance with regulatory requirements and identifying opportunities for process improvement.

Benefits:

£50k-£60k base salary + benefits
Hybrid Working in Mayfair (initially full time whilst settling in the first few months, then likely to be 2 days home working 3 days in the office (typically Monday/Friday Remote days)If you are a professional with a strong commitment to delivering high-quality service, possess excellent communication and leadership skills, and have a passion for financial planning, we would love to hear from you.

Deerfoot IT Resources Ltd is acting as an Employment Agency in relation to this vacancy