Required Skills
Level 4 Diploma in Financial Planning
Technical Paraplanning Experience
UK Regulatory Knowledge
Financial Product Understanding
Research and Analysis Skills
Report Writing Proficiency
Cashflow Modelling Experience
Client Portfolio Analysis
Investment Product Knowledge
Financial Planning Software Proficiency
Attention to Detail
Job Summary
A leading financial services group in North London, renowned for their expert investment advice and wealth management strategies, is seeking an experienced Paraplanner. This award-winning firm utilises cutting-edge industry technology to deliver superior client solutions.
The successful candidate will work in partnership with Financial Planners, providing meaningful input into tailored wealth management strategies through comprehensive research, analysis, and reporting.
Experience
Candidates must have previous experience in a technical paraplanning role with a strong understanding of financial planning and investment products. Level 4 Diploma qualification is essential, along with knowledge of UK regulatory requirements.
Job Responsibilities
- Collaborate with advisers to review client information, meeting notes, factfinds, existing portfolios, and objectives
- Conduct extensive research to identify suitable client solutions with clear supporting analysis
- Develop detailed suitability reports in a clear, client-friendly format
- Prepare and maintain cashflow models to illustrate clients' future financial positions
- Support meeting preparation by gathering relevant information, reports and valuations
- Attend client meetings to assist with presentations and address queries
- Handle ongoing client communications and ensure timely actioning of requirements
- Progress professionally by taking on increasingly complex portfolios and research work
- Work closely with financial planners to deliver comprehensive wealth management strategies
- Ensure all work complies with UK regulatory requirements and company standards
Job Benefits
- Career Development Programme - Comprehensive training and mentoring support
- Professional Growth - Opportunity to handle increasingly complex portfolios
- Award-Winning Company Culture - Join a leading financial services group
- Modern Working Environment - Access to leading industry technology
- Collaborative Team Structure - Direct partnership with Financial Planners
- Professional Development Support - Investment in your future career progression
- Clear Career Progression - Structured pathway for advancement
Desired Skills
Advanced Financial Planning Qualifications
Client Meeting Experience
Additional Industry Certifications
Advanced Technical Analysis Skills
Investment Strategy Knowledge
Estate Planning Knowledge
Pension Transfer Experience
Risk Assessment Expertise
Financial Services Software Proficiency
Team Leadership Skills
Project Management Skills
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