Paraplanner job in London - no Diploma required

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Paraplanner
Reference ID: 1191
  • Salary/OTEStarting salary of £28,000 - £32,000
  • Vacancy LocationLondon
  • RemunerationEmployed
  • RegionLondon
Job description

This Paraplanner job in London provides the opportunity to join a growing business, that was founded on the belief that everyone should have access to high quality financial advice

You will be joining a team of 3 other Paraplanners, who actively support their Financial Advisors. Your responsibilities will include:

  • Analysing information from clients and providers to research solutions that meet the client’s individual needs and objectives
  • Undertake fund performance and illustration comparisons
  • Prepare client valuations and annual reviews
  • Prepare documentation for client review meetings
  • Write suitability letters and financial planning reports

Paraplanner Requirements

  • You should have experience as a Paraplanner and previously prepared suitability reports
  • You should have good knowledge of financial planning, pensions and investments
  • Financial services qualifications are beneficial but not essential

The Company

This growing financial planning firm is focused on ensuring everyone can access high quality financial advice. Their team of 15, which consists of Management, Financial Advisors, Paraplanners, Compliance and Administrators work well together.

Paraplanner Benefits

  • Starting salary of £28,000 - £32,000 plus monthly bonus
  • 25 days holiday plus bank holidays
  • Normal working hours of 9am – 5:30pm, Monday to Friday
  • Typically, 2 - 4 days office based in London and remainder working from home
  • Supportive team environment focused on achieving the best for each other



Call us now on 0208 0044 154 or click Apply

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