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| Job Location | City of London |
| Education | Not Mentioned |
| Salary | £38,000 - £50,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time or part-time |
Job SpecificationWe are currently recruiting for several experienced Paraplanners to join our team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and/or Office based.Our Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when required.As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support for the delivery of key products and services to clients.RESPONSIBILITIES:The successful applicants will be expected to support our clients with information gathering and planning, through to delivery on a case-by-case basis. You may also be required to be an additional point of contact for our clients alongside the client relationshipmanagers.Other responsibilities may include, but are not limited to:• providing technical and investment advice support on all aspects of clients’requirements and wealth management planning• preparing, reviewing, and updating letters, proposals, and reports (withconsultant direction) with attention given to the clients’ risk managementposition• providing support in the delivery of the Group’s products and services toclients, including cash management, tax products and any special projectsWHAT YOU NEED TO SUCCEED:• have or working towards a Diploma in Regulated Financial Planning or aCertificate in Paraplanning (equivalent qualification will also be accepted)• sound technical knowledge of the spectrum of financial products and therelevance to client requirements including pensions, protection, widerpersonal wealth management• up-to-date knowledge of the regulations, legislation, policies, and proceduresrelevant to the role• as this role is a certification function under the Senior Managers andCertification Regime (SMCR) the role holder will be required to undertakeannual FIT assessments and must have their certification reissued annuallyBENEFITS YOU GET IN RETURNIn addition to excellent career progression - with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.Your benefits package includes the following:• Share Incentive Plan• Group Pension• Life Assurance• Income Protection• Health Cash PlanIt is flexible so that means you can pick benefits to suit you! More details are available here.
Keyskills :
Financial Planning
Paraplanning
Wealth Management