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Paraplanner - City

Posted 8 March by James Associates Ended



to c. £50,000 + Bens and Bonus

Seeking an experienced paraplanner to join a sophisticated financial planning and investment management business.

This role will report directly to the division head and will support several financial planners working with the company's highest profile clients.


Provide appropriate support for financial planners

Produce new business reports and reviews

Understand and comply with regulations and principles

Analyse client’s aims and needs to construct appropriate solutions

Production of robust financial plans and analytical information

Support preparation of client review and new client meetings

Support client delivery under the guidance of financial planners.


Broad understanding of core financial planning solutions

Able to actively develop product and industry knowledge.

Level 4 Diploma in Regulated Financial Planning or equivalent.

Required skills

  • Paraplanning
  • Report Writing
  • Research
  • Manage Client Relationships

Reference: 34643079

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