Paraplanner - Wealth

Are you an experienced career paraplanner with a passion for financial planning and a knack for problem-solving? Do you want to work for a company that values your skills and offers you a competitive salary and benefits package? If so, my client might be the perfect fit for you.

They are a superb firm providing financial solutions to clients.They are looking for a paraplanner to work closely with a financial adviser and other colleagues in the city office in London. As a paraplanner, you will be responsible for:

• Researching and analysing products and providers for clients, ensuring they meet their needs and goals
• Preparing and maintaining client records and suitability reports in line with company policy and regulatory standards
• Reviewing contracts and terms from product providers and recommending suitable solutions to financial advisers
• Researching investment funds and ensuring they are aligned with clients' risk profiles
• Undertaking annual reviews for existing clients and making appropriate recommendations
• Dealing with clients both on the phone and face to face, building rapport and trust
• Identifying opportunities to enhance best practice and quality of service

To be considered for this role, you will need:

• At least 2 years of experience as a paraplanner, with proven report writing skills
• Level 4 Diploma in Financial Planning or working towards it
• Excellent knowledge of key areas of financial planning, such as trusts, personal taxation, pension legislation, protection, and investment principles
• Attention to detail, with excellent written and verbal communication skills
• Strong professional interpersonal skills, in dealing with both IFA's, colleagues and clients

If this sounds like the next step in your career, get in touch for an exploratory chat.