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Paraplanner

4 months ago

Ruislip UK, London, United Kingdom Capio Recruitment Full time

Job Title: Paraplanner - Development in to a Financial Advisor

Location: Ruislip, London

Salary: Up to £45,000 per annum


Benefits:

  • Hybrid working model
  • Free parking
  • Discretionary bonus
  • Support towards professional exams
  • Development opportunities into a Financial Adviser role


Company Overview: Join a dynamic financial services firm based near Ruislip, London, renowned for its commitment to providing exceptional client service and fostering a supportive work environment. With a focus on growth and development, we are seeking a talented Paraplanner to join our team and contribute to our continued success.


Role Overview: As a Paraplanner, you will play a pivotal role in supporting our Financial Advisers in delivering tailored financial solutions to our diverse client base. You will have the opportunity to utilize your technical expertise and analytical skills to assist in the preparation of high-quality financial plans and reports, ensuring compliance with regulatory standards.


Key Responsibilities:

  • Conduct comprehensive research and analysis to support the development of financial plans and recommendations.
  • Prepare suitability reports and other client documentation in accordance with regulatory requirements.
  • Collaborate closely with Financial Advisers to understand client needs and objectives.
  • Assist in the management of client relationships, providing exceptional service and support.
  • Stay abreast of industry developments and regulatory changes to ensure compliance and best practice.


Requirements:

  • Previous experience in a Paraplanning role within the financial services sector.
  • Strong technical knowledge of financial products, investments, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to work effectively within a team.
  • Positive attitude, proactive approach, and a commitment to delivering exceptional client service.
  • Progression towards or willingness to work towards relevant professional qualifications (e.g., Diploma in Financial Planning).


Benefits of Joining Us:

  • Competitive salary up to £45,000 per annum.
  • Hybrid working model, offering flexibility and work-life balance.
  • Free parking facilities.
  • Discretionary bonus scheme.
  • Support towards professional qualifications and ongoing development opportunities.
  • Clear career progression path into a Financial Adviser role for motivated individuals.


If you are a talented Paraplanner with a passion for delivering excellence and are looking to take the next step in your career, we want to hear from you Join our team and become part of a supportive and dynamic work environment where your contributions are valued and rewarded.


How to Apply: To apply for this exciting opportunity, please submit your CV and a cover letter outlining your suitability for the role to [contact email]. We look forward to receiving your application