Paraplanner (Pensions Management) - London, United Kingdom - Pavilion Recruitment Solutions

Description

Paraplanner (Route to Advice)London/ hybridSalary - £50,000 - £55,000Our client is a leading financial planning firm dedicated to providing tailored wealth management solutions to their clients.

With a commitment to excellence and integrity, help individuals and families achieve their financial goals through personalised strategies and expert advice.

The ideal candidate will play a key role in supporting the financial advisors by conducting research, preparing financial reports, and assisting in the development of comprehensive financial plans for their clients.

ResponsibilitiesConduct thorough research and analysis to support financial planning recommendations.
Prepare detailed financial reports, including investment analyses, retirement projections, and risk assessments.
Assist in the creation of comprehensive financial plans tailored to clients' specific goals and objectives.
Collaborate with financial advisors to review client portfolios and make appropriate recommendations.
Stay up-to-date on industry trends, regulations, and best practices to ensure compliance and deliver high-quality service to clients.

The successful candidate will be working with two Senior Advisors, looking after a large book of HNW clients, with the intention to build relationships with those clients in the aim to take on this book when the advisors retire in the not so distant future.