Paraplanner

Specialist Financial Services Recruiter and Former Paraplanner - Connecting Top Talent in Wealth Management Paraplanner Base pay range

Direct message the job poster from Nelson Scott

What will you be doing?

We’re seeking a talented individual to join our Paraplanning team in London, which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters.

As a Paraplanner you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from.

This is a hybrid working role and we ask that you come into office two days a week.

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
• Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved
• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
• Responsible for managing process, tasks and complying with FCA guidelines

• Must be Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning
• Level 6/Chartered status would be an advantage, as would AF7
• Demonstrable experience of paraplanning gained with a proven solid technical knowledge and track record of delivering written financial advice- 4 years Experience required
• Excellent communication skills with the ability to explain complex issues in writing and face-to-face
• Very strong understanding of the FCA's COBS requirements for suitability
• Good stakeholder management with positive influencing skills

• Associate

• Full-time

• Finance

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Location:

London, England, United Kingdom