Job Description
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Analytical ParaplannerLocation: Thames Ditton Benefits: Quarterly Bonus, Completive salarySalary: £35,000 to £50,000 depending on qualifications and experience.Summary of the ParaplannerRole:Our clientis a well-established and client-focused Wealth Management firm dedicated to providing tailored financial advice and investment solutions. With a strong reputation for professionalism and integrity, our clients prides themselveson delivering exceptional client outcomes through its expert team of advisers, paraplanners, and support staff. They are seeking an experienced and detail-oriented Analytical Paraplanner to join theirdynamic IFAfirm.
The ideal candidate will possess strong analytical skills, a solid background in financial services, and experience in cash flow modelling and fund performance analysis. The role will involve working closely with Financial Advisers to support the delivery of high-quality financial planning services.What Your Day-to-Day Duties Will Include:Conduct comprehensive client analytics before meetings, ensuring detailed analysis and preparation to support financial advicePrepare detailed client return reports, ensuring accuracy and clarity in all documentationPerform in-depth financial analysis, including fund performance analysis and portfolio assessmentsUtilise cash flow modelling tools to assess and illustrate client financial scenariosAssist in developing and implementing tailored financial strategies to meet client objectivesCollaborate with advisers to construct investment portfolios, ensuring alignment with clients' risk profiles, goals, and capacity for lossMaintain accurate records and provide supporting documentation for audit and compliance purposesContribute to internal procedures, ensuring processes align with regulatory standards and industry best practicesParticipate in client meetings alongside advisers, offering technical support and insightKey Qualities and Skills Required for this Role:Proven experience in a paraplanning role within a Wealth Management/IFAenvironmentStrong analytical skills with experience in fund performance analysis and financial researchExcellent attention to detail and ability to manage complex data effectivelyStrong communication skills with the ability to explain technical financial information clearlyAbility to work both independently and collaboratively as part of a teamEffective time management skills to manage multiple tasks and meet deadlinesApply today to be considered for this Paraplanneropportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.
In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities to you that match your requirements.Due to the amount of response we receive, unfortunately, we are not able to give feedback to individuals. If you have not heard back within 7 days, please assume that you have not been successful for the role you have applied forTPBN1_UKTJ