Financial Planner Assistant

1 week ago

London, Greater London, United Kingdom Financial Divisions Full time
About the Role

We are seeking an experienced Paraplanner to join our team in London. As a Paraplanner/Assistant Financial Planner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.

Key Responsibilities
  • Prepare and write high-quality reports and assist with annual reviews to provide excellent service to clients.
  • Prepare cashflow forecasts to help clients meet their long-term financial goals and objectives.
  • Accompany Financial Planners to client meetings, prepare meeting notes, and conduct research required to deliver advice and reviews for clients.
  • Work closely with Financial Planners and stakeholders to enable delivery of income objectives for the team.
  • Highlight individual client issues to be discussed at meetings and contact clients when necessary.
  • Ensure best practice ideas are shared amongst the team.
  • Suggest improvements to processes, templates, and tools to support the quality and delivery of client advice.
  • Manage own workload effectively and demonstrate a commercial and pragmatic approach to workflow management.
  • Contribute to the success of the team through the adoption and promotion of new practices, maintaining a positive outlook, and working as part of the team.
  • Maintain effective working relationships with other teams within the group.
  • Continually expand financial planning knowledge with continued wider reading and staying up to date on advice standards and legislation.
About You

We are looking for an experienced Paraplanner with a minimum of 2-3 years' devoted paraplanning experience, a CII Diploma in Financial Planning or equivalent, and experience of working as part of a team of paraplanners. You should have a significant level of technical knowledge of UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax, as well as high-level technical knowledge in relation to all types of pension arrangements and estate planning.

What We Offer

We offer a supportive environment, full study support, a market-leading benefits package, and continual development opportunities. If you are a talented and professional Paraplanner looking to work for a leading name in the UK Wealth Management sector, please apply.

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