Job Description

Paraplanner (Client facing, Quantitative Analysis focussed)

London (City) / Hybrid

C £60,000 Base

Route to Adviser if required

An excellent opportunity within a boutique firm utilising cutting edge, innovative strategies, you will be tasked to deliver sophisticated financial planning solutions using their bespoke approach. Working in a hybrid arrangement, you will work closely with advisers and investment managers to develop data-driven financial strategies that genuinely provide excellent client solutions.

As their Paraplanner the role will include ((but not be limited to):

• Creating detailed suitability reports that translate complex quantitative

strategies into clear recommendations

• Interpreting and applying proprietary quantitative models to client portfolios

• Liaising with investment managers to implement outcome-driven solutions

• Attending client meetings to provide technical support to advisers

• Providing essential technical input throughout the financial planning process

• Working closely with financial planners, providers, and clients to ensure

exceptional client service

• Maintaining rigorous compliance standards while embracing their innovative

strategy

About you:

You will be essentially Level 4 Diploma in Financial Planning qualified, with solid experience gained as a Paraplann...