Chartered Paraplanner
Posted 12 days ago
- London, Greater London
- Any
- External
- Expires In 3 months
Are you a talented Chartered Paraplanner looking to make a significant impact within a prestigious and award-winning wealth management business? Our client, a leading firm in London, is seeking a highly skilled and dedicated professional to join their dynamic
team as a technical expert.
Position: Chartered Paraplanner
Location: London (Hybrid - 3 days work from home, 2 days in office)
Salary: Up to £70,000 plus bonus and benefits
About the Company:
Our client is a renowned wealth management firm based in London, celebrated for its excellence and multiple industry awards. The firm prides itself on providing top-tier financial services and fostering a modern, open-plan working environment. With a commitment
to professional growth and work-life balance, they offer a flexible working arrangement that includes three days a week working from home.
Role and Responsibilities:
As a Chartered Paraplanner, you will be the technical go-to person within the business. Your primary responsibilities will include:
Providing expert technical support and analysis for complex financial planning cases.
Preparing detailed and accurate reports, research, and recommendations.
Assisting financial advisors with high-level technical queries and client presentations.
Ensuring compliance with industry regulations and company policies.
Collaborating with the advisory team to develop and implement financial strategies.
Qualifications and Skills:
Chartered status via the Chartered Insurance Institute (CII) is essential.
Extensive experience in a paraplanning role within the wealth management or financial planning sector.
Strong technical knowledge and understanding of financial products, tax planning, pensions, and investments.
Excellent analytical, report writing, and communication skills.
A proactive and detail-oriented approach with a passion for staying on the technical side of the market.
What We Offer:
Competitive salary up to £70,000 plus performance-based bonus and comprehensive benefits package.
A supportive and collaborative team environment.
Modern, open-plan office in the heart of London.
Flexible working arrangement with three days a week working from home.
Opportunities for professional development and career progression.
If you are a dedicated and highly skilled Chartered Paraplanner looking to join a prestigious and forward-thinking wealth management firm, please apply.
team as a technical expert.
Position: Chartered Paraplanner
Location: London (Hybrid - 3 days work from home, 2 days in office)
Salary: Up to £70,000 plus bonus and benefits
About the Company:
Our client is a renowned wealth management firm based in London, celebrated for its excellence and multiple industry awards. The firm prides itself on providing top-tier financial services and fostering a modern, open-plan working environment. With a commitment
to professional growth and work-life balance, they offer a flexible working arrangement that includes three days a week working from home.
Role and Responsibilities:
As a Chartered Paraplanner, you will be the technical go-to person within the business. Your primary responsibilities will include:
Providing expert technical support and analysis for complex financial planning cases.
Preparing detailed and accurate reports, research, and recommendations.
Assisting financial advisors with high-level technical queries and client presentations.
Ensuring compliance with industry regulations and company policies.
Collaborating with the advisory team to develop and implement financial strategies.
Qualifications and Skills:
Chartered status via the Chartered Insurance Institute (CII) is essential.
Extensive experience in a paraplanning role within the wealth management or financial planning sector.
Strong technical knowledge and understanding of financial products, tax planning, pensions, and investments.
Excellent analytical, report writing, and communication skills.
A proactive and detail-oriented approach with a passion for staying on the technical side of the market.
What We Offer:
Competitive salary up to £70,000 plus performance-based bonus and comprehensive benefits package.
A supportive and collaborative team environment.
Modern, open-plan office in the heart of London.
Flexible working arrangement with three days a week working from home.
Opportunities for professional development and career progression.
If you are a dedicated and highly skilled Chartered Paraplanner looking to join a prestigious and forward-thinking wealth management firm, please apply.
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