Paraplanner

Job Title: Paraplanner

Salary: £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options
Location: London (Zone 1)
Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like to ensure that someone from the team is present in the office every day of the week)

Are you passionate about building a career in Paraplanning? Join our boutique wealth management firm based in the heart of Central London in Zone 1, where you'll have the opportunity to develop your skills as a Paraplanner. If you're looking for a role where you can grow into a paraplanning expert and build a long-term career, this could be the perfect fit!

We welcome applications from recent graduates or individuals eager to transition into a Paraplanning role.

Why Us?

• Boutique Wealth Management Firm: A dynamic, close-knit team working in one of London's most prestigious areas.
• Career Growth: We are invested in your development. This role is designed for those looking to grow within paraplanning for a few years before advancing their career.
• Hybrid Work Environment: While initial months require more in-office presence, enjoy flexible working with Mondays and Fridays at home once settled.
• Attractive Package: Competitive salary, pension, share options, and discretionary bonuses.

Key Responsibilities:

• Support financial advisors in preparing and managing client financial plans.
• Conduct research, data analysis, and draft reports.
• Ensure financial documentation is accurate and compliant with industry regulations.
• Assist with administrative tasks such as managing client files and scheduling meetings.
• Use financial planning software and tools to develop reports and strategies.

Skills & Experience:

• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
• Knowledge of financial services products and basic compliance requirements.
• Strong interpersonal and communication skills (both written and verbal).
• Highly organised, methodical, with strong attention to detail.
• Able to prioritise workload and work independently after training.
• Experience with financial planning software (eg, IO, Defaqto) is a plus.

Qualifications:

• Relevant financial planning certifications or keen to work towards them (eg, CII).
• Desirable: Bachelor's degree in Finance, Accounting, Economics, or related fields.
• Previous experience in a financial planning or similar role is beneficial.

Please apply to receive the full job description. We look forward to hearing from you!

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Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.