Paraplanner

Permanent Paraplanner

Up to £60k salary

Central London

Hybrid working, 3 days at home & 2 days in the office per week

About the company

A leading financial management firm dedicated to providing personalised financial planning and investment services. The team is committed to delivering exceptional client experiences and tailored solutions to meet the unique needs of each client. They pride themselves on their collaborative and supportive work environment, fostering professional growth and development.

What you will be doing day to day

• Create and deliver high-quality, compliant, and timely suitability reports to RFP and clients
• Attend client meetings with Financial Planner to assist with understanding client needs and produce associated meeting notes/documents
• Respond to client queries where appropriate
• Support the Financial Planner in managing and delivering the ongoing client service strategy
• Prepare Annual Review documentation, including cashflow modelling where appropriate
• Proactively work with the Paraplanning Manager and team to deliver results

What you will need to succeed

• Client-centric approach with excellent communication and organisational skills.
• Strong understanding of the advice process and ability to identify appropriate solutions for clients.
• Ability to analyse features, benefits, and risks of products/policies and make confident recommendations.
• Excellent understanding of risk and governance frameworks and the regulatory environment
• Proficiency in MS Office Systems, report writing, and business systems (e.g., X plan/RID)
• CII Diploma in Regulated Financial Advice (Level 4) or equivalent
• Proven experience as a Paraplanner

Whats in it for you

• Competitive salary and benefits package
• Opportunities for professional development and career progression
• Supportive and collaborative work environment
• Flexible working arrangements
• Comprehensive health and wellness programs

What to do now

If you are interested in this opportunity, please submit your CV outlining your suitability for the role. We look forward to hearing from you!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.