About

Paraplanner / North London / Hybrid Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support?Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.OverviewA well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.Paraplanner Role:As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.Paraplanner Key Responsibilities:Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planningPrepare high-quality suitability reports in line with regulatory and internal standardsInterpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategiesLiaise with product providers and internal stakeholders to gather accurate informationKeep up to date with industry trends, legislation changes, and technical knowledgeParaplanner Requirements:Experience as a Paraplanner within a Wealth Management or Financial Planning environmentLevel 4 Diploma qualifiedStrong technical knowledge of pensions, investments, tax, and estate planningExcellent written communication and analytical skillsHigh attention to detail, with the ability to manage multiple cases and deadlinesProficient in financial planning software