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Paraplanner
Job Posted: 13 days ago
Salary: £ 45,000 - 47,000 / Annum
Job Type: Permanent
Location: EC3V, Walbrook, Greater London
Expire in: 14 days
Job Description
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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Looking for your next career move? Join a top company hiring Paraplanner job near me in EC3V, Walbrook, Greater London! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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