Senior Paraplanning Expert
3 weeks ago
We are Deerfoot Recruitment Solutions Limited, a renowned recruitment agency dedicated to connecting talented professionals with exciting career opportunities.
Job SummaryWe are seeking an exceptional Senior Paraplanning Expert to join our team in London. As a key member of our team, you will be responsible for supporting financial advisors in preparing and managing client financial plans.
About the RoleThis is a hybrid work opportunity that offers a perfect blend of office and remote working. You will have the flexibility to work from home on Mondays and Fridays, while being present in the office every other day of the week.
Key Responsibilities- Support financial advisors in preparing and managing client financial plans.
- Conduct research, data analysis, and draft reports.
- Ensure financial documentation is accurate and compliant with industry regulations.
- Use financial planning software and tools to develop reports and strategies.
- Competitive salary: £42,000 per annum (estimated based on experience).
- A comprehensive benefits package including pension, share options, and discretionary bonuses.
- Opportunities for career growth and professional development.
- A dynamic and supportive work environment.
- Relevant financial planning certifications or keen to work towards them (e.g., CII).
- Previous experience in a financial planning or similar role is beneficial.
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
- Knowledge of financial services products and basic compliance requirements.
We offer a unique opportunity to build a long-term career in paraplanning, with a focus on career growth and professional development. If you're passionate about building a successful career in this field, we encourage you to apply.
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