Paraplanner
other jobs mbf.
Added before 1 Days
- England,London,City of London
- full-time
- £48,000 - £55,000 per annum
Job Description:
Job Title: Paraplanner
Company: Leading Wealth & Investment Management Firm
Location: London (Hybrid working with up to three days work from home)
Salary: Up to £55,000 per annum, plus bonus and benefits
Are you an experienced Paraplanner looking to join a prestigious Wealth & Investment Management firm with a strong presence across the UK? Our client, based in London, is seeking a dynamic and talented individual to join their team. This is a fantastic opportunity to work in a hybrid environment, with up to 3 days of remote working, and offers a clear path for career progression.
Key Responsibilities:
*Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
*Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
*Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
*Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans.
*Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.
Requirements:
*Experience: Minimum of 2 years of experience as a Paraplanner within the financial services sector.
*Qualifications: You should hold your Diploma in Financial Planning and ideally be working towards Chartered status.
*Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.
*Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
*Team Player: Collaborative approach to working within a team environment.
*Career Aspiration: Willingness to commit to the role of Paraplanner for up to 4 years with the opportunity for progression into advisory roles thereafter.
Benefits:
*Competitive salary up to £55,000 per annum.
*Performance-based bonus.
*Comprehensive benefits package.
*Hybrid working model with up to 3 days remote working.
Company: Leading Wealth & Investment Management Firm
Location: London (Hybrid working with up to three days work from home)
Salary: Up to £55,000 per annum, plus bonus and benefits
Are you an experienced Paraplanner looking to join a prestigious Wealth & Investment Management firm with a strong presence across the UK? Our client, based in London, is seeking a dynamic and talented individual to join their team. This is a fantastic opportunity to work in a hybrid environment, with up to 3 days of remote working, and offers a clear path for career progression.
Key Responsibilities:
*Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
*Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
*Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
*Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans.
*Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.
Requirements:
*Experience: Minimum of 2 years of experience as a Paraplanner within the financial services sector.
*Qualifications: You should hold your Diploma in Financial Planning and ideally be working towards Chartered status.
*Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.
*Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
*Team Player: Collaborative approach to working within a team environment.
*Career Aspiration: Willingness to commit to the role of Paraplanner for up to 4 years with the opportunity for progression into advisory roles thereafter.
Benefits:
*Competitive salary up to £55,000 per annum.
*Performance-based bonus.
*Comprehensive benefits package.
*Hybrid working model with up to 3 days remote working.
Job number 1790948
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...