Paraplanner

Paraplanner

Farringdon

£45,000 -£50,000 + Bonus + Hybrid + Progression + Private Healthcare + Cycle to work Scheme + Pension

Do you have experience as a paraplanner, looking to work for one of the leading financial practices in the UK, where you will be part of a team who will support you in not just progressing but accelerating your career?

Are you from a practice environment, with experience in managing a portfolio, looking for a highly autonomous role where you will be working with a variety of successful clients, with a company which will recognise your skills and expertise, and reward it with great benefits, training and development opportunities, and unrivalled career progression?

On offer is the opportunity to step into a varied role, with a multi-faceted, highly regarded financial practice covering wealth creation, wealth management, wealth protection, property wealth, business wealth, and wealth preservation

You will form an integral part of the team, providing in-depth research and analysis and recommendations on matters such as platform reviews, tax-planning products and providers based on established criteria.

On offer is the opportunity to work for a company that promotes collaborative culture, and a fantastic work/life balance, so you can enjoy the excitement of the London City life in Central Farringdon right next to St Pauls station and also the comfort of your own home 2-3 days a week.

The Role:

• To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report
• Understanding the required content of a suitability report and conducting own research into any missing information before compiling it.
• Use paraplanner online software to amend and mould template reports into client-specific documents.
• Analysing statistics.
• Working with IFAs on what recommendations would best suit the client in line with their objectives and circumstances.

The Person:

• Experience as a Paraplanner
• Knowledge of Defined Contribution (Pensions Schemes)

Keywords, Paraplanner, Pension Scheme, Financial Planning, Financial Planning Qualified, Financial Services, Pensions Parapllner, Finance, Farringdon

If you are interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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