Parraplanner

Alexander Lort

Posted 6 hours ago, valid for 6 hours

Barnet, Hertfordshire EN5 5TN

Full Time

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Sonic Summary

Our client is seeking a paraplanner for their vibrant office in High Barnet, where they serve a diverse clientele.
The position requires a minimum of 3 years of experience in a paraplanning role, with a fully diploma-qualified candidate being desirable.
The salary range for this role is between £45,000 and £55,000, plus a discretionary bonus based on various criteria.
Candidates should have experience in pensions, ISAs, investment bonds, and other financial products, as well as the ability to foster good working relationships with advisers.
While hybrid working is not offered, there is some flexibility on occasions for this in-office role.

Parraplanner

Our Client helps people with a broad range of experience: from those looking to take their first steps towards organising their financial well-being, all the way to experienced financial professionals.

They seek a parraplanner for a vibrant and collegiate office where clients visit.

The practice operate in-office, where a large portion of their meetings are held mostly in the local office in High Barnet and some in Lombard street in the city.

The range of salaries is £45k to £55k, plus discretionary bonus, depending on various criteria listed: They seek a practicing paraplanner with minimum 3 years’ experience in current role.

Fully diploma qualified, disirable-chartered
experienced in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.(experience in all areas)
someone to foster good working relationships with the adviser.
Ability to make planning suggestions to the adviser will help.
SJP experience is preferred,
Hybrid working is not offerred, however there is some flexibility on occasions.

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Parraplanner

Financial Planner

Financial Planner

Financial Planner