Paraplanning Expertise Wanted

3 weeks ago


London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

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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