Paraplanner (Hybrid)
We are currently seeking an experienced Paraplanner to work for a leading national financial planning firm dedicated to providing bespoke wealth management solutions to their clients. With a commitment to excellence and a client-centric approach, we strive to deliver comprehensive financial advice tailored to individual needs.
The Senior Para Planner will play a crucial role in supporting financial advisors by conducting in-depth research, analysis, and preparation of financial plans for our clients.
Responsibilities:
- Collaborate closely with financial advisors to gather client information and assess their financial goals and objectives.
- Conduct comprehensive research and analysis of investment products, tax strategies, and retirement planning options.
- Prepare detailed financial plans, including cash flow projections, retirement income analysis, and risk management strategies.
- Assist in the development of investment proposals and recommendations for clients.
- Stay updated on industry regulations, market trends, and best practices in financial planning.
- Mentor and provide guidance to junior para planners within the team.
- Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs.
Requirements:
The ideal candidate will have 4+ years of experience working within Financial Services, industry-relevant qualifications, along with strong market awareness. Excellent communication skills are essential, as you will be the first point of contact for any client queries.
Benefits:
In return, the firm offers the opportunity for a role in the firm’s thriving financial services business, exposure to varied and challenging work, the opportunity to grow the business and be part of its success, and to progress and develop both personally and professionally with technical skills and industry qualifications.
This role is perfect for someone who thrives on turning complex financial data into actionable, client-friendly solutions.
Reference: 52850704
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'