Independant Financial Advisor Roles, Paraplanner, Paraplanning & Supporting Roles
£35,000 to £40,000 Per Annum
Competitive basic salary, holidays, pension and other flexible company benefits.
Paraplanner role – London
Our Client is a wealth management firm who provide holistic wealth management services to private and corporate clients. They are looking for an experienced paraplanner to work closely with a team of financial planners in their London office.
The role will be suitable to someone who has a background in Paraplanning. You will be part of a Paraplanning team based in London supporting offices nationwide and responsible for delivering high quality reports to Advisers.
The role initially will be to focus on Paraplanning; however, there is the potential to progress into a trainee IFA role for the right individual and if this is your desired career path. We are however more than open to the idea of a career Paraplanner, which in turn offers its own rewards.
To be successful in this Paraplanning role, you will have experience within the financial services; strong technical knowledge, and the relevant experience.
Proficient writing skills with the ability to conduct research in connection with investment, retirement and pension planning.
You should have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
You will also be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions and protection business.
You should be at or working towards diploma status.