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Job Title: Paraplanner
Location: Near Fenchurch Street Tube Station, London
Salary: £40,000 per year + monthly bonus
Start Date: Immediate
Role Overview:We are seeking an experienced and driven professional to manage a growing team within a dynamic financial services company. The role involves ensuring team efficiency, supporting junior members, and liaising with senior management to maintain high service standards. You will also have hands-on responsibilities in creating financial planning reports, conducting research, and preparing for client review meetings.
Key Responsibilities:
- Support team members with complex queries and skill development.
- Write suitability letters and financial planning reports in collaboration with advisers.
- Conduct research on client portfolios and fund switch proposals.
- Prepare valuations, reviews, and other documentation for client meetings.
Qualifications and Skills Required:
- Diploma Level 4 qualification (or equivalent), or one/two modules shy.
- At least 2-3 years of paraplanning experience, including drafting suitability letters.
- Proficient in MS Office (Word, Excel, PowerPoint).
- Excellent communication skills and client service orientation.
- Knowledge of financial planning, pensions, and investments.
- Familiarity with industry tools like Dynamic Planner or SelectAPension is advantageous.
Perks:
- Monthly performance-based bonuses.
- Opportunities for professional development.
- 23 days' holiday.
- 5% employer pension.
- PMI+DIS.
- Funding for future study.
- Hybrid working arrangement after probation (including Fridays WFH).
If you're a motivated individual looking for a rewarding role within a forward-thinking financial services firm, apply now!
