Job Overview

Apply now An award winning, Independent Financial Practice requires an experienced Paraplanner to join the team in London You will have a direct client contact experience as the role will entail a high level of client/advisor interaction and you must be able to work autonomously within a driven and fast paced environment. A comprehensive understanding of the financial services industry and its products is essential. Essential Qualified to Diploma/Chartered Level or near Diploma QualifiedThe ability to work with advisers to extract the information required to prepare financial plans and recommendationsGeneral knowledge of the products available in the wider market and how to assess the suitability of these productsThe ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendationThe ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is requiredAn understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients An extremely competitive overall package is on offer including a generous Holiday Entitlement, Pension, Diploma and Chartered Exams and Study, D.I.S, Flexible Benefits, Career Development Programme with exclusive Senior positions to progress into plus many more options.

Key Requirements

Financial Services Investment Paraplanning Protection Suitability