Paraplanner - Diploma qualified (client facing) - London - £45-50k

Are you an experienced paraplanner looking to join a dynamic and forward-thinking financial planning firm? My client pride themselves on delivering tailored financial solutions that empower their clients to achieve their goals. We are seeking a skilled and detail-oriented paraplanner to support advisors and enhance the financial planning process.

About the Role:

As a paraplanner, you will play a crucial role in assisting financial advisors by conducting research, preparing suitability reports, and developing financial strategies. Your analytical expertise will ensure clients receive the highest quality advice and service.

Key Responsibilities:

• Conduct in-depth research and analysis on financial products and investment opportunities.
• Prepare detailed financial plans and suitability reports for client meetings.
• Liaise with financial advisors to ensure seamless client communication and planning.
• Stay updated with industry regulations and compliance requirements.
• Assist in developing tailored strategies to meet clients' financial objectives.

About You:

• Relevant qualifications in financial planning or paraplanning (Level 4 Diploma in Financial Planning).
• Strong analytical and research skills.
• Excellent attention to detail and ability to present complex information clearly.
• Experience working in a financial planning firm.
• Ability to collaborate effectively with advisors and clients.

Why Join?

My client fosters a culture of innovation, growth, and collaboration. They offer competitive benefits, professional development opportunities, and a supportive environment where you can thrive.

If you are passionate about financial planning and eager to contribute to a progressive firm, we would love to hear from you!

Apply today by sending your CV to Ursula at Financial Divisions