Paraplanner

Are you a Diploma qualified Paraplanner looking to join a
dynamic financial planning firm in London and receive support to obtain
qualifications to develop your career?

As a Paraplanner, you will provide the Financial Advisors
with high-quality support by successfully undertaking the following duties:

• Supporting
  the team of Financial Advisors by providing technical information and
  participating in client meetings where necessary 
• Producing
  suitability reports for presentation
• Liaising
  with the internal team, product providers and any other relevant providers
  whilst thoroughly checking and submission of business to the appropriate
  network
• Preparing
  clients financial plans and cash flow analysis, using Voyant

This role is available with our client due to expansion
within their team.

Paraplanner Requirements

• You must
  be Level 4 Diploma qualified individual
• You
  must have at least 3+ years’ experience as a Paraplanner within an IFA or
  multi-tied experience (not single-tied)
• You must
  have excellent written and spoken English
• You
  should be IT literate especially in Microsoft Office and ideally, you have
  knowledge in using Voyant
• You
  should be a positive and organised team player with excellent
  interpersonal skills 

The Company

The company have been established for over 10 years with a
great reputation of providing clients with a highly personal. They are focused
on building long term relationships with clients based on trust, open
communication and honest advice. You will benefit from a collaborative and
supportive working environment and will be encouraged to study towards
professional qualifications. 

Paraplanner Benefits

• Salary
  of £45,000 – £47,000 plus benefits 
• Benefits
  include pension, death in service, critical illness cover, flexible
  working options and discretionary bonus 
• Plus,
  support toward your Chartered Paraplanner qualification
• Working
  in a collaborative and supportive environment 
• Hybrid
  working

Location

London

Call us now on 0208 0044 154 or click Apply

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