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London, Greater London
Financial planner
PARAPLANNER ( Client facing with an opportunity to move into Advice), North London, c £45k, hybrid

PARAPLANNER ( Client facing with an opportunity to move into Advice), North London, c £45k, hybrid

Financial Divisions

Posted 2 days ago, valid for 7 days

London, Greater London N8 7HR, England

Full Time

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Sonic Summary

My Client is an award-winning independent Financial Planning firm in North London seeking a Senior Paraplanner with a CII Level 4 Diploma and at least 2 years of paraplanning experience.
The role offers a full paraplanning opportunity, working closely with a respected adviser and includes attending client meetings for support.
Employees benefit from a hybrid working environment, a competitive salary structure, bonuses, and a generous pension plan.
Career development is prioritized, with structured pathways leading to advice roles, alongside mentoring and support.
The firm also offers extensive holiday allowances and opportunities for professional growth, including study support for Chartered status.

Hybrid working, Bonus structure, competitive pension, study to complete Chartered status, future career development, extensive holiday allowance

My Client, an award-winning North London independent Financial Planning firm where the team takes pride in providing a comprehensive financial planning service to both Private Clients and Corporates.

Opportunity Highlights

** Excellent opportunity for a CII Level 4 Diploma Qualified Senior Paraplanner with 2 years paraplanning experience.

** Full Paraplanning Opportunity working extremely closely with an experienced well established and respected Adviser within the local community.

** Structured career path with an opportunity to move into Advice with excellent mentoring and support

** Opportunity to attend Client meetings alongside the financial planner to provide support in advising the clients

** Work collaboratively with the financial planner and compliance team constructing high-quality financial plans for clients

** Responsible for full analysis of a Client’s needs, researching solutions and writing compliant and suitable recommendations for all clients

** Review client information from fact finds, meeting notes and existing records

** Undertake relevant research and collate supporting documentation and application paperwork for the advice.

** Preparation of lifetime cashflow modelling to develop the client’s holistic financial plan.

If you are looking to join a dynamic and progressive team, send your cv to Camilla Howden at Financial Divisions.

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PARAPLANNER ( Client facing with an opportunity to move into Advice), North London, c £45k, hybrid

Financial Planner

Chartered Financial Planner

Chartered Financial Planner