Paraplanning Expert
3 weeks ago
**Job Overview**
We are recruiting for a skilled Paraplanner to join our team in London. This role offers a unique blend of challenging work and opportunities for professional growth, with a competitive salary of £43,000 per annum, plus benefits.
In this exciting role, you will be responsible for supporting our financial advisors in preparing and managing client financial plans. If you are passionate about building a career in Paraplanning, we encourage you to apply.
- Benefits: Enjoy a comprehensive package including pension scheme, share options, and discretionary bonuses.
- Professional Development: Take advantage of opportunities for growth and advancement in your career.
- Work-Life Balance: Benefit from a flexible working arrangement, with the option to work from home on Mondays and Fridays once settled.
About the Job:
- Support financial advisors in preparing and managing client financial plans.
- Conduct research, data analysis, and draft reports using financial planning software and tools.
- Ensure accurate and compliant financial documentation.
Essential Skills and Qualifications:
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
- Knowledge of financial services products and basic compliance requirements.
- Able to prioritize workload and work independently after training.
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