Paraplanner

We are seeking a skilled andCII diploma qualifiedParaplanner to join our successful and growing practice.

(Those who have experience on the job of at least 1 year and who are close to being diploma qualified may also apply)

This means you must already have 2-3 RO exams under your belt. Please doNOTapply if you do not fit this description.

The ideal candidate will support our financial advisers advisers in delivering high-quality advice and services to the companys clients.

Pay: £30,000.00-£45,000.00 per year

Additional pay:

• Performance bonus
• Yearly bonus

Benefits:

• Company pension
• Life insurance
• Modern office setting
• Local office In High Barnet (main place of work) with occasional work at the companies city office and various events
• Quality meeting rooms for staff and clients
• Top IT systems
• Growth opportunities
• Relaxed and highly friendly atmosphere
• Safe work environment

Duties

- Assist in preparing financial plans and reports for clients

- Liaise with clients and their ceding schemes to gather necessary information to fulfil their goals and solutions.

- Work with other administrative members.

- Analyse client data and financial statements

- Utilise IT tools, including Voyant, FE analytics, Salesforce, Excel, to assist in financial solution building.

Skills

- Strong analytical skills to evaluate financial information

- Excellent time management abilities to meet deadlines

- Outstanding communication skills to interact with clients and colleagues effectively.

-Good at creating strong good bonds with their colleagues.

-Efficient worker always looking to improve our processes in a collegiate manner with our team.

-Energy, drive, enthusiasm and positive outlook are import in our successful but nurturing and supportive environment.

- Knowledge of financial planning principles and customer service best practices

Job Types: Full-time, Permanent

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Barnet, Greater London: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Is your location within easy travelling distance of High Barnet office?
• Do you have or are working towards the CII Diploma?

Experience:

• Paraplanning: 1 year (required)

Licence/Certification:

• CII Level 4 Diploma or working towards (required)