Technical Paraplanning Specialist
6 days ago
We are seeking a highly skilled Technical Paraplanning Specialist to join our London-based wealth management team.
The ideal candidate will have a Level 4 Diploma in Paraplanning and excellent technical knowledge of financial services products.
This is an exciting opportunity for a paraplanner looking to develop their skills and progress to Chartered status.
You will work closely with our Advisers, providing full paraplanning support including report writing, conducting research, and preparing presentations for recommendations.
As a key member of our team, you will have the opportunity to attend client meetings and work with High Net Worth clients.
We offer a competitive salary of £55k, an excellent benefits package, and opportunities for career progression.
About the Role
- Provide technical paraplanning support to Advisers, including report writing and preparation of presentation materials.
- Conduct research and provide analysis on various financial services products.
- Assist Advisers in attending client meetings and working with High Net Worth clients.
- Support the development of new business initiatives and strategies.
- Work collaboratively with the team to achieve business goals and objectives.
Benefits
- Competitive salary: £55k.
- Excellent benefits package, including study support towards Chartered status.
- Hybrid working arrangement if required.
- Mentoring programme.
- Collaborative environment with a wonderful vibe.
Requirements
- Level 4 Diploma in Paraplanning.
- Excellent technical knowledge of financial services products.
- Strong analytical and problem-solving skills.
- Ability to work effectively in a team environment.
- Good communication and interpersonal skills.
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