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Permanent

Paraplanner

London
money-bag 50000.00-50000.00 Annual
3161806366
Posted Today

Paraplanner Location: Central London (Hybrid Working) Salary: Up to £50,000 + Benefits Job Type: Full-Time, Permanent The Opportunity A leading, established, and growing wealth management business is seeking an experienced Paraplanner to join its Central London office. This is an excellent opportunity for a qualified Paraplanner looking to work within a professional and client-focused environment, supporting Financial Advisers with the delivery of high-quality financial planning advice. Working on a hybrid basis, you will play a key role in the research, recommendation, report writing and implementation process, helping to deliver exceptional outcomes for high-net-worth and mass affluent clients. Key Responsibilities Prepare and maintain comprehensive client files, including gathering information from providers and analysing existing arrangements. Conduct technical research across pensions, investments, protection and retirement planning solutions. Assist Advisers in developing suitable financial planning recommendations. Produce high-quality suitability reports and recommendation letters. Prepare illustrations, key features documents and supporting client literature. Support the implementation of investment, pension and protection recommendations. Ensure all client records, research and compliance documentation are accurately maintained on the CRM system. Prepare valuations, portfolio analysis and cashflow modelling for client review meetings. Complete annual review ..... full job details .....

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