Chartered Paraplanner Expert

6 days ago

London, Greater London, United Kingdom mbf. Full time
About the Role

We are seeking a highly skilled Chartered Paraplanner to join our dynamic team as a technical expert in wealth management.

Key Responsibilities
  • Provide expert technical support and analysis for complex financial planning cases.
  • Prepare detailed and accurate reports, research, and recommendations.
  • Assist financial advisors with high-level technical queries and client presentations.
  • Ensure compliance with industry regulations and company policies.
  • Collaborate with the advisory team to develop and implement financial strategies.
Requirements
  • Chartered status via the Chartered Insurance Institute (CII) is essential.
  • Extensive experience in a paraplanning role within the wealth management or financial planning sector.
  • Strong technical knowledge and understanding of financial products, tax planning, pensions, and investments.
  • Excellent analytical, report writing, and communication skills.
  • A proactive and detail-oriented approach with a passion for staying on the technical side of the market.
What We Offer
  • Competitive salary up to £70,000 plus performance-based bonus and comprehensive benefits package.
  • A supportive and collaborative team environment.
  • Modern, open-plan office in the heart of London.
  • Flexible working arrangement with three days a week working from home.
  • Opportunities for professional development and career progression.

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