Paraplanner - Central London
2 weeks ago
Job Summary:
We are seeking a highly skilled Paraplanner to join our team at Aspire Executive Search. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.
Main Responsibilities:
- Collate and interpret client information to contribute to the formulation of suitable strategies to meet client objectives.
- Prepare suitability reports that reflect the proposed strategy.
- Manage client relationships and communicate with advisers on a regular basis.
- Support compliance efforts and perform compliance-related tasks.
Requirements:
- Good knowledge across all advice areas, including investment, pensions, protection, and IHT.
- Strong interest in compliance and willingness to perform compliance support role.
- Excellent interpersonal and communication skills.
- Good understanding of the financial planning process and knowledge of the financial services world.
- Excellent report writing skills and high technical knowledge.
- Level 4 Diploma qualified.
What We Offer:
As a Paraplanner at Aspire Executive Search, you will have the opportunity to work with a highly successful IFA practice and contribute to the growth of our business. You will receive an excellent salary and benefits package, as well as opportunities for career growth and professional development.
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