Paraplanner - Central London

3 weeks ago

London, Greater London, United Kingdom Aspire Executive Search Full time

Job Summary:

We are seeking a highly skilled Paraplanner to join our team at Aspire Executive Search. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.

Main Responsibilities:

  • Collate and interpret client information to contribute to the formulation of suitable strategies to meet client objectives.
  • Prepare suitability reports that reflect the proposed strategy.
  • Manage client relationships and communicate with advisers on a regular basis.
  • Support compliance efforts and perform compliance-related tasks.

Requirements:

  • Good knowledge across all advice areas, including investment, pensions, protection, and IHT.
  • Strong interest in compliance and willingness to perform compliance support role.
  • Excellent interpersonal and communication skills.
  • Good understanding of the financial planning process and knowledge of the financial services world.
  • Excellent report writing skills and high technical knowledge.
  • Level 4 Diploma qualified.

What We Offer:

As a Paraplanner at Aspire Executive Search, you will have the opportunity to work with a highly successful IFA practice and contribute to the growth of our business. You will receive an excellent salary and benefits package, as well as opportunities for career growth and development.

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