RICHARD SLADE AND COMPANY  Salary

13 GRAY'S INN SQUARE LONDON WC1R 5JD ENGLAND
TIN: 02624852

RICHARD SLADE AND COMPANY
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RICHARD SLADE AND COMPANY is looking for employees for positions:

paraplanner

Working hours

  • full-time

Responsibility

  • seeking an experienced Paraplanner with the opportunity for the candidate to become an IFA in the future if suitable
  • conduct detailed research and analysis on various investment products, insurance options, pensions and other financial instruments
  • assist in the creation and maintenance of financial plans for clients, ensuring accuracy and compliance with regulations
  • prepare comprehensive and customised financial reports, including investment summaries, risk profiles, and retirement projections
  • collaborate closely with financial advisors to gather necessary information and ensure client objectives are met
  • stay updated with industry trends, regulations, and best practices to provide informed support to the financial advisory team
  • help streamline processes and contribute to the ongoing improvement of our operational efficiency

Requirements

  • previous experience as a Paraplanner or in a similar role within the financial services industry
  • sound knowledge of investment products, pension schemes, tax regulations, and financial planning principles
  • proficient in conducting financial research, utilising relevant software and tools
  • strong analytical and problem-solving skills, with keen attention to detail
  • excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly
  • self-motivated and able to work both independently and collaboratively
  • relevant qualifications such as the Certificate in Paraplanning or Diploma in Financial Planning are desirable