Paraplanner
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| Job Type | Permanent |
| Location | Cricklewood (Hybrid) |
| Area | London, UK |
| Sector | Financial Services |
| Salary | £35,000 - £50,000 |
| Start Date | |
| Advertiser | Jordan Cassell |
| Telephone | 01275 813003 |
| Job Ref | JC/86630 |
- Description
- My client is an independent firm of actuaries and consultants with a rich history dating back to 1979. With an unwavering commitment to delivering imaginative and effective solutions, catering to a remarkably diverse clientele. Their comprehensive range of services includes actuarial expertise, investment consulting, independent trusteeship, and financial planning advice across the pension spectrum.
My client boast a dedicated investment team skilled in crafting and implementing strategies that align with individual and trustee risk profiles and requirements.
A significant part of their expertise is focused on advising self-administered pension schemes, both in the UK and overseas, including Small Self- Administered Pensions Schemes (SSASs) and Self Invested Personal Pensions (SIPPs), where flexibility is paramount.
Job Description:- My client are currently seeking a Paraplanner to join their dynamic team.
- As a Paraplanner, you will play a critical role in assisting our clients with their financial planning needs and ensuring the seamless integration of pension planning into their overall financial strategies.
Your Responsibilities Will Include, But Are Not Limited To:- Assisting Financial Advisors and Consultants in conducting comprehensive financial analysis for clients.
- Preparing financial reports and documents for client meetings.
- Conducting research and analysis to support investment and financial planning recommendations.
- Collaborating with our investment team to design and implement appropriate strategies.
- Assisting in the development of holistic financial solutions for clients.
- Maintaining up-to-date knowledge of industry regulations and compliance standards.
- Ensuring the accurate and timely processing of client paperwork and documentation.
Key Skills/Experience Required:- Relevant education or certifications in financial planning, actuarial sciences, or related fields.
- Previous experience in a similar role in the financial services industry is preferred but not required.
- Strong analytical and research skills.
- Excellent attention to detail.
- Effective communication and interpersonal skills.
- A passion for financial planning and a commitment to providing outstanding client service.
- A willingness to learn and adapt in a fast-paced, dynamic environment.
- Knowledge of industry regulations and compliance standards is a plus.
Salary/Benefits Information:- £35,000 - £50,000
Contact:
Jordan Cassell
Reference: JC/86630
Candidate Care:
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If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
