Paraplanner
other jobs NO LEGAL AND PROFESSIONAL LIMITED
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- Salary negotiable
Job Description:
Full job descriptionParaplanner
*We are seeking a detail-oriented and analytical Paraplanner to support Financial Advisers in delivering comprehensive financial planning services. The successful candidate will conduct research, prepare suitability reports, analyse client financial information, and assist with the development and implementation of financial planning strategies.
*Gather, analyse, and interpret client financial information.
*Conduct research on pensions, investments, protection products, and retirement planning solutions.
*Prepare suitability reports and financial planning recommendations.
*Create and maintain cashflow forecasting models.
*Liaise with product providers, investment platforms, and pension companies.
*Ensure recommendations comply with FCA regulations and company procedures.
*Support advisers in preparing for client meetings.
*Assist with pension transfers, drawdown reviews, and investment reviews.
*Monitor industry, regulatory, and market developments.
*Maintain accurate client records using CRM systems.
Paraplanner
*Experience within a financial planning or wealth management environment.
*Strong understanding of pensions, investments, and protection products.
*Excellent analytical and report-writing skills.
*High attention to detail and accuracy.
*Strong knowledge of Microsoft Excel and financial planning software.
*Ability to manage multiple priorities and deadlines.
Paraplanner
*Diploma in Regulated Financial Planning (Level 4) or working towards qualification.
*Experience using systems such as Intelligent Office, Xplan, FE Analytics, Dynamic Planner, Voyant, or CashCalc.
*Knowledge of FCA regulatory requirements and Consumer Duty principles.
Paraplanner
*Level 4 Diploma in Regulated Financial Planning (CII) preferred.
*CISI or LIBF financial planning qualifications considered.
*Degree in Finance, Economics, Accounting, or a related discipline desirable.
Paraplanner
*Immediate interviews
By applying to this vacancy, you are giving permission to no1 legal and professional to submit your CV to the hiring company
No1 Legal and Professional is an employment agency for permanent and temporary roles
*We are seeking a detail-oriented and analytical Paraplanner to support Financial Advisers in delivering comprehensive financial planning services. The successful candidate will conduct research, prepare suitability reports, analyse client financial information, and assist with the development and implementation of financial planning strategies.
*Gather, analyse, and interpret client financial information.
*Conduct research on pensions, investments, protection products, and retirement planning solutions.
*Prepare suitability reports and financial planning recommendations.
*Create and maintain cashflow forecasting models.
*Liaise with product providers, investment platforms, and pension companies.
*Ensure recommendations comply with FCA regulations and company procedures.
*Support advisers in preparing for client meetings.
*Assist with pension transfers, drawdown reviews, and investment reviews.
*Monitor industry, regulatory, and market developments.
*Maintain accurate client records using CRM systems.
Paraplanner
*Experience within a financial planning or wealth management environment.
*Strong understanding of pensions, investments, and protection products.
*Excellent analytical and report-writing skills.
*High attention to detail and accuracy.
*Strong knowledge of Microsoft Excel and financial planning software.
*Ability to manage multiple priorities and deadlines.
Paraplanner
*Diploma in Regulated Financial Planning (Level 4) or working towards qualification.
*Experience using systems such as Intelligent Office, Xplan, FE Analytics, Dynamic Planner, Voyant, or CashCalc.
*Knowledge of FCA regulatory requirements and Consumer Duty principles.
Paraplanner
*Level 4 Diploma in Regulated Financial Planning (CII) preferred.
*CISI or LIBF financial planning qualifications considered.
*Degree in Finance, Economics, Accounting, or a related discipline desirable.
Paraplanner
*Immediate interviews
By applying to this vacancy, you are giving permission to no1 legal and professional to submit your CV to the hiring company
No1 Legal and Professional is an employment agency for permanent and temporary roles
Job number 4320383
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