Paraplanner

1 day ago

London, Greater London, United Kingdom Jenson Fisher Full time £50,000 - £57,000 per year

Paraplanner

Central London – Hybrid (1 day from home)

£50,000 - £57,000, plus benefits

We have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit a Paraplanner to join their team.

This established business has built a long-standing reputation of 'excellence' and as result has built a large portfolio of mass affluent and UHNW clients, making this an excellent opportunity to join the team and build upon your experience.

Working closely with the advisers and administration team you will be responsible for:

  • Understanding and analysing new and existing client current personal and financial circumstances and objectives
  • Writing and producing detailed suitability reports
  • Researching products for client individual circumstances and goals
  • Communicating with clients and working closely with the Financial Advisers
  • Supporting senior members of the team
  • Opportunity to develop client-facing skills
  • Ensure product research is kept up to date
  • Obtain and prepare paperwork required for client meetings and business submission
  • Deal with all forms of client communications including
  • Complying with FCA regulations and build technical knowledge

Experience Required:

  • Level 4 Diploma Qualified
  • 3 plus years' experience in a Paraplanning capacity
  • Comfortable with technology
  • Outstanding verbal and written communication skills

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