Paraplanner

Allerton Park Recruitment Solutions

Posted 12 hours ago, valid for 22 days

London, Greater London EC1R 0WX

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The position is for a Paraplanner with a salary ranging from basic to £60,000 plus bonuses and full benefits.
The role is with an award-winning Chartered Financial Planning Practice that is expanding due to internal promotion.
The successful candidate will support a Director and manage relationships with high-net-worth clients.
Key responsibilities include technical support, client meeting preparation, cash flow modeling, report writing, and conducting research.
Candidates must have at least 3 years of dedicated Paraplanning experience, sound technical knowledge, and a Diploma, with full support for exams and personal development provided.

Paraplanner - Basic to £60,000k + Bonus, Full Benefits, Hybrid and Flexible Working Policy.

As a result of internal promotion, an award winning Chartered Financial Planning Practice is looking for an additional Paraplanner to join the business.

Working within an established Financial Planning team, key responsibility will be to actively support a Director and the HNW Clients. Duties will include Technical support, Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research.

3 years + of dedicated Paraplanning experience, sound technical knowledge and Diploma is required.

Full exam and personal development support will be provided alongside a range of development opportunities.

Apply now in a few quick clicks

Paraplanner

Business Consultant

Area Business Consultant London

HLS Salesforce Business Consultant