Certified UK Paraplanner

JOB DETAIL

We are seeking a technically strong and detail-oriented professional with experience in the financial planning and wealth management industry, who can support our Relationship Managers and internal teams in delivering high-quality financial planning and investment solutions to clients.

Compensation will be commensurate with your ability to drive and enhance client acquisition

Key Responsibilities

• Prepare and support the preparation of financial planning and investment recommendations for clients.
• Conduct detailed research and analysis of investment products, funds, portfolios and financial planning solutions.
• Prepare client reports, suitability reports, investment proposals and other supporting documentation.
• Assist Relationship Managers with the preparation of client fact-finds, financial assessments and risk profiles.
• Analyse client circumstances, objectives, financial goals and risk profiles to support appropriate recommendations.
• Conduct product and fund research and provide clear comparisons and analysis.
• Ensure all documentation is accurate, complete and prepared in accordance with applicable regulatory and internal compliance requirements.
• Maintain high standards of record keeping and ensure client files contain appropriate supporting documentation.
• Keep up to date with developments in financial planning and the investment landscape and relevant regulatory requirements.

Requirements

• Level 4 CII qualified paraplanner with relevant professional qualifications. Preference will be given to a UK Qualification.
• Strong knowledge of UK pension products, pension planning and relevant UK pension regulations
• Previous experience working as a Paraplanner within a financial planning, wealth management or investment advisory environment.
• Strong understanding of financial planning principles, investment products and portfolio construction.
• Strong analytical and research skills with excellent attention to detail.
• Ability to interpret and analyse financial information and translate it into clear, client-focused documentation.
• Ability to work independently while collaborating effectively with Relationship Managers and Operations.
• High level of professionalism, integrity and confidentiality.
• Minimum 3-5 Years of Experience working within a regulated financial services environment is essential.

What We Offer

• A collaborative and professional working environment.
• Exposure to international clients and wealth management solutions.
• The opportunity to work closely with experienced Relationship Managers and senior professionals within the financial services industry.
• A role with scope for professional development and long-term growth.