Paraplanner – Financial Planning & Research Specialist

Chase de Vere; City of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the City of London is looking for experienced paraplanners to analyze market trends and provide comprehensive financial advice. The ideal candidate will have at least 2 years of paraplanning experience and relevant financial planning qualifications. You'll play a crucial role in assessing clients' risk exposure and updating their financial strategies, all in a supportive team environment. This position offers great benefits including annual bonuses and paid study leave.

Benefits

Annual bonus opportunity

A day off for your birthday

Life assurance – 4 x salary

Comprehensive induction and training

Funded exams and paid study leave

Voluntary flexible benefits

Option to buy additional holiday days

Cycle to work scheme

Two paid volunteering days

Employee Assistance Programme

Free mortgage service

Diversity & Inclusion group

Support for company charities events

Qualifications

• Minimum 2 years of experience in a paraplanning role.
• Ability to conduct research on financial planning arrangements.
• Experience writing technical and accurate suitability reports.

Responsibilities

• Conduct research on clients’ financial planning.
• Undertake investment portfolio analysis.
• Write suitability reports and client service agreement letters.

Skills

Technical knowledge in financial planning

Teamwork and collaboration

Attention to detail

Fast-paced environment adaptability

Education

Diploma in Regulated Financial Planning

Financial planning (R0) qualifications

Job description

A leading financial services firm in the City of London is looking for experienced paraplanners to analyze market trends and provide comprehensive financial advice. The ideal candidate will have at least 2 years of paraplanning experience and relevant financial planning qualifications. You'll play a crucial role in assessing clients' risk exposure and updating their financial strategies, all in a supportive team environment. This position offers great benefits including annual bonuses and paid study leave.