Paraplanner – Hybrid Wealth Planning & Client Reports

Saltus Partners LLP; Greater London; Hybrid; GBP 38,000 - GBP 45,000; Full time

Job summary

A leading financial services firm in Greater London seeks a Paraplanner for their dynamic team. The role involves analyzing client information, constructing solutions, and writing suitability reports. Ideal candidates will have a CII Level 4 diploma and strong communication skills. This position offers a hybrid work model, allowing for flexibility while working 2-3 days a week in the London office. Join a supportive and award-winning team dedicated to excellence in financial planning.

Benefits

Excellent benefits

Flexible working hours

Supportive work environment

Qualifications

• Must be able to deal with high-net-worth clients confidently.
• Strong technical knowledge of financial products.
• Able to work in a fast-paced environment.

Responsibilities

• Analyse client information and investments.
• Construct appropriate solutions for clients.
• Write suitability reports and run cashflow models.

Skills

Confidence with HNW clients

Problem-solving

Strong communication skills

Organizational skills

Attention to detail

IT skills

Education

CII Level 4 diploma in regulated financial planning

Tools

Curo

FE Analytics

Voyant

Job description

A leading financial services firm in Greater London seeks a Paraplanner for their dynamic team. The role involves analyzing client information, constructing solutions, and writing suitability reports. Ideal candidates will have a CII Level 4 diploma and strong communication skills. This position offers a hybrid work model, allowing for flexibility while working 2-3 days a week in the London office. Join a supportive and award-winning team dedicated to excellence in financial planning.