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Paraplanner - London

Posted 22 February by Clark James Recruitment Easy Apply Ended

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.


  • Qualified to Diploma/Chartered Level or near Diploma Qualified
  • The ability to work with advisers to extract the information required to prepare financial plans and recommendations
  • General knowledge of the products available in the wider market and how to assess the suitability of these products
  • The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
  • The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required
  • An 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.

Required skills

  • Financial Services
  • Investment
  • Paraplanning
  • Protection
  • Suitability

Reference: 34537643

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