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Paraplanner
2 months ago
Are you a qualified Paraplanner looking for an exciting opportunity with one of the UK's most prestigious financial services firms? Our client is currently recruiting for a Paraplanner to join a well-established Financial Planning team in London on an 18-month fixed-term contract, with the potential to go permanent.
Position: Paraplanner
Location: London (Hybrid: 3 days in the office, 2 days from home)
Type: 18-Month Fixed Term Contract (Potential to become permanent)
Salary: Up to £55,000 plus annual discretionary bonus
About Our Client:
With a rich history dating back 200 years and over £40 billion in Assets Under Management, our client is one of the UK's leading wealth management firms. They provide a broad range of services to private clients, financial advisors, and institutions. Their London office is home to a dynamic and collaborative Financial Planning team, where you will have the opportunity to contribute to their clients' success and grow your career.
The Role:
As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing high-quality reports, managing client data, and ensuring the efficient delivery of financial planning services. Your key responsibilities will include:
- Report Preparation: Prepare, complete, and deliver client reports and annual reviews to the highest standards.
- Advisor Support: Implement requests from Advisors promptly and efficiently.
- Data Management: Gather and record client data using Intelligent Office, ensuring accuracy and compliance.
- Client Communication: Engage with clients and third parties both face-to-face and remotely as needed.
- Collaboration: Work closely with administration support and manage workflows effectively.
- Technical Support: Develop and maintain technical support processes, contributing to the continuous improvement of services.
What We’re Looking For:
- Qualification: Candidates must be Level 4 qualified (Diploma in Financial Planning or equivalent).
- Experience: Strong experience in a paraplanning role within financial services.
- Skills: Excellent organizational and communication skills, with a keen eye for detail.
- Technology: Proficiency with financial planning software, particularly Intelligent Office.
Why Join Our Client?
- Competitive Salary: Up to £55,000, with an annual discretionary bonus.
- Comprehensive Benefits: Including a 10% pension, life insurance, critical illness cover, income protection, dental insurance, health insurance, and a season ticket loan.
- Flexible Working: Enjoy a hybrid work model with 3 days in the London office and 2 days working from home.
- Professional Development: Full study support and opportunities for career progression within a leading wealth management firm.
- Generous Holiday Allowance: Plus, the added benefits of their Flexibens scheme.
