Paraplanner (Pensions Management) - City of London, Greater London, United Kingdom - Financial Divisions

    Financial Divisions
    Financial Divisions City of London, Greater London, United Kingdom

    1 month ago

    Default job background
    Description
    Paraplanner
    • City of London £55k + Bonus + Benefits
    • HybridOur client, a Leading City Institution renowned for delivering high quality advice and exceptional service, is recruiting an experienced diploma qualified Paraplanner to bolster their ranks.
    As a Paraplanner, you'll collaborate closely with the Financial Planner and the Client Support Team to ensure an exceptional client experience throughout the advice and review process.

    You'll also be responsible for delivering high-quality advice and service to clients, accompanying the Financial Planner to client meetings, conducting necessary research, and collaborating with stakeholders to achieve income objectives.

    We're seeking candidates with proven experience in a Paraplanner or similar role within the financial services industry. Strong communication skills, organisational abilities, attention to detail, and proficiency in research and financial analysis are essential.