Paraplanner

Financial Divisions - 30+ days ago
London, United Kingdom
Financial Divisions

Paraplanner

Up to £50k dependant on qualifications and experience plus benefit package including 25 days holiday, pension and private medical insurance

Financial Divisions are delighted to be working with a very successful Award Winning, Chartered Financial Planning Business in their search for a Paraplanner. They have been in business for over 20 years and have a team of highly qualified and experienced specialists.

As the Paraplanner, you will support 2 Advisers, carrying out technical research and preparation for client meetings, preparing client reports and suitability letters, preparing pension transfer reports, handling technical client queries, assisting with creation/evolution of Model portfolios / member of our Investment Committee and compliance oversight / Client Files ensuring team complies with FCA and internal compliance procedures.

You will have a strong knowledge of investments and pension products, with experience of using provider platforms and product providers.

You will be Diploma Qualified Paraplanner, ideally with at least 3 years’ experience as a Paraplanner. You will have strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner, with strong interpersonal skills.

For immediate consideration for the Paraplanner role, please contact Madeleine

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