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- Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
- Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
- Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
- Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans.
- Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.
Paraplanner - London, United Kingdom - mbf.
Description
Job Title: Paraplanner
Company: Leading Wealth & Investment Management Firm
Location: London (Hybrid working with up to three days work from home)
Salary: Up to £53,000 per annum, plus bonus and benefits
Are you an experienced Paraplanner looking to join a prestigious Wealth & Investment Management firm with a strong presence across the UK? Our client, based in London, is seeking a dynamic and talented individual to join their team. This is a fantastic opportunity to work in a hybrid environment, with up to 3 days of remote working, and offers a clear path for career progression.
Key Responsibilities: