Paraplanner

Company Overview

Our client, a leading wealth management firm, is looking for a highly motivated and detail-oriented Paraplanner/Financial Technical Analyst to join their team. The firm is dedicated to providing tailored financial planning and investment advice, and this role will play a critical part in ensuring high standards of client service and regulatory compliance.

Job Description

The Paraplanner will provide key support to financial advisors and clients by handling a range of paraplanning and administrative duties. The successful candidate will combine technical expertise with excellent communication skills to help deliver outstanding wealth management services.

Key Responsibilities:

* Client Engagement: Attend client meetings as necessary (both face-to-face and remote) to support advisors in delivering comprehensive financial advice. Liaise with clients, third parties, and other stakeholders to ensure seamless communication.

* Reporting and Documentation: Prepare detailed and accurate reports on financial plans and investments. Ensure that all documentation adheres to industry standards and internal procedures.

* Compliance and Standards: Operate within the regulatory framework of the Financial Conduct Authority (FCA) and adhere to anti-money laundering (AML) laws. Ensure compliance with the firms internal policies and maintain updated templates for paraplanning reports.

* Professional Development: Undertake training and continuous professional development to remain current with legislative, product, and market changes. Provide insights and suggestions to improve the financial planning and investment processes.

* Ad-Hoc Responsibilities: Assist in other duties that align with supporting the firms goals, including administrative and operational tasks as needed.

Person Specification:

Knowledge and Experience:

* At least four years of experience in a paraplanning or senior financial administration role.

* A recognised Financial Services qualification.

* Proficient in major desktop applications and financial planning software.

* Strong technical aptitude and attention to detail.

* Excellent command of written English, particularly for preparing client-facing materials.

Personal Attributes:

* Demonstrates a strong work ethic and the ability to work independently or as part of a collaborative team.

* Articulate and detail-oriented, with exceptional interpersonal and communication skills.

* Proactive and innovative, with a commitment to continuously improving financial planning and investment strategies.

Why Join Our Clients Team?

This is an opportunity to be part of a dynamic and supportive environment, where you'll work closely with experienced professionals in the wealth management sector. The role offers a chance to grow your expertise and contribute to a firm that values excellence, integrity, and innovation.

Location - North West London

Hours - 9am - 5:30pm

Salary - £45k - £60k