Golders Green Paraplanning Position
3 weeks ago
We are looking for an ambitious and detail-oriented Paraplanner to join our growing team in Golders Green, London. As a Paraplanner, you will play a critical role in supporting our Financial Advisors in delivering high-quality financial planning services to our clients.
Key Responsibilities:- Prepare detailed reports and analysis for clients
- Conduct market research and due diligence on financial products
- Develop and implement processes to improve efficiency and productivity
- Build strong relationships with internal stakeholders and external partners
- Degree in a relevant field or equivalent experience
- Relevant professional qualifications, such as Level 4 CII Diploma
- At least 2 years of experience in a paraplanning or related role
- Excellent problem-solving and analytical skills
The salary for this role is estimated at around £45,000 - £60,000 per annum, depending on your level of experience. In addition to a competitive salary, we offer a range of benefits, including opportunities for career growth, a dynamic and supportive work environment, and a comprehensive training program.
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Financial Planning Specialist
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