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

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.