Paraplanning Expertise Wanted
3 weeks ago
About Us
We are Deerfoot Recruitment Solutions Limited, a leading recruitment agency dedicated to connecting top talent with exciting opportunities in the financial industry.
Job Summary
This is an excellent chance to join our team as a Paraplanner, where you will have the opportunity to develop your skills and knowledge in paraplanning and take on new challenges.
Salary: £42,000 - £47,000 per annum (dependent on experience) + benefits
About the Role
- You will be working closely with experienced financial advisors to prepare and manage client financial plans.
- As a Paraplanner, you will conduct research, data analysis, and draft reports to support the development of client strategies.
- Ensuring accurate and compliant financial documentation is a key part of this role.
- You will use financial planning software and tools to create reports and strategies that meet client needs.
Required Skills and Qualifications
- Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
- A strong understanding of financial services products and basic compliance requirements.
- The ability to prioritise workload and work independently after training.
- Experience with financial planning software would be beneficial.
Qualifications and Experience
- Relevant financial planning certifications or a willingness to pursue them (e.g., Bachelor's degree in Finance, Accounting, Economics, or related fields).
- Previous experience in a financial planning or similar role would be advantageous.
Benefits
- A competitive salary package.
- Pension scheme.
- Discretionary bonus.
- Share options.
About London (Zone 1)
London is a great place to live and work. It offers plenty of opportunities for career growth and professional development, along with a diverse range of cultures, communities, and lifestyles to explore.
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