Are you a technically strong financial planning professional looking to advance your career in a supportive and thriving environment? Our client, a leading financial advisory firm based in Golders Green, London, is seeking a skilled Paraplanner/Technical Analyst to join their dynamic team.
The Role
As a Paraplanner/Technical Analyst, you will play a pivotal role in supporting Financial Advisers by delivering high-quality technical support, research, and analysis. Your key responsibilities will include:
*Preparing detailed suitability reports and recommendations for clients.
*Conducting in-depth research on financial products and providers.
*Assisting with the development and implementation of financial plans.
*Ensuring compliance with regulatory requirements.
*Liaising with advisers and clients to provide exceptional service.
What We’re Looking For
To succeed in this role, you will need to be a proactive, detail-oriented individual with strong technical knowledge of financial planning. Key requirements include:
*Demonstrable experience in a Paraplanning or similar technical role within financial services.
*Ideally Level 4 Diploma qualified (or working towards).
*Proficient in financial planning software and tools.
*A solid understanding of investments, pensions, and protection products.
*Excellent communication and interpersonal skills.
What’s On Offer
Join a reputable firm with a proven track record of success. This is an excellent opportunity to work in a collaborative and positive environment where your expertise will be valued and your professional development supported.
Competitive salary of £45,000 to £55,000, dependent on experience.
Opportunities for ongoing training and career progression.
A supportive and friendly team culture.
Convenient Golders Green location with great transport links.
How to Apply
If you’re ready to take the next step in your financial planning career and work with a market-leading advisory firm, we’d love to hear from you.