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Financial Planning Paraplanner

3 months ago

London, Greater London, United Kingdom mbf Full time

Are you a skilled Paraplanner seeking a rewarding role with a leading financial services organization? Our client, a prestigious firm in the wealth management sector, is currently looking for a Paraplanner to enhance their established Financial Planning team.

Position: Paraplanner

Location: London (Hybrid: 3 days in the office, 2 days remote)

Type: Fixed-Term Contract

Salary: Up to £55,000 plus annual discretionary bonus

About the Organization:

With a legacy spanning over two centuries and managing assets exceeding £40 billion, our client stands as one of the UK's foremost wealth management firms. They offer a comprehensive suite of services to individual clients, financial advisors, and institutional investors. The London office fosters a vibrant and collaborative Financial Planning team, providing an excellent platform for professional growth and client success.

Key Responsibilities:

  • Report Generation: Create, finalize, and present client reports and annual reviews with utmost precision.
  • Advisor Assistance: Efficiently address requests from Financial Advisors.
  • Data Oversight: Collect and maintain client information using Intelligent Office, ensuring compliance and accuracy.
  • Client Interaction: Communicate with clients and third parties through various channels as required.
  • Team Collaboration: Work in tandem with administrative support to manage workflows effectively.
  • Technical Development: Establish and enhance technical support processes, contributing to service improvements.

Candidate Profile:

  • Qualifications: Level 4 qualified (Diploma in Financial Planning or equivalent).
  • Experience: Proven experience in a paraplanning capacity within the financial services industry.
  • Skills: Exceptional organizational and communication abilities, with a strong attention to detail.
  • Technical Proficiency: Familiarity with financial planning software, especially Intelligent Office.

Why Consider This Opportunity?

  • Attractive Compensation: Competitive salary up to £55,000, along with an annual discretionary bonus.
  • Comprehensive Benefits Package: Includes a 10% pension contribution, life insurance, critical illness cover, income protection, dental and health insurance, and a season ticket loan.
  • Flexible Work Environment: Enjoy a hybrid working model with a balance of office and remote work.
  • Professional Growth: Access to full study support and pathways for career advancement within a leading firm.
  • Generous Leave Policy: Plus, additional benefits through the Flexibens scheme.