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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

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