Paraplanner

Heat Recruitment

Posted 15 days ago, valid for 11 days

London, Greater London EC1R 0WX

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

An experienced Paraplanner is sought for a key role in a Southeast Financial Planning company with offices in London, near Mayfair and Soho.
The position offers a salary of £45,000 and requires candidates to have previous paraplanning experience within an IFA Practice and a Level 4 Diploma qualification.
The firm promotes a strong team-focused environment with opportunities for career progression and exam support, especially towards Chartered status.
Benefits include hybrid working (2 days in the office, 3 from home), a generous holiday allowance of 28 days plus bank holidays, and private medical insurance.
Candidates should possess strong analytical skills, good communication abilities, and a positive attitude, with further exams encouraged.

There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This position is based in the London office (near Mayfair and Soho), where you will work closely with Financial Advisers and Investment Managers.

They keep going from strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning career within a prestigious firm that provides regular one-on-ones. Benefits:

Hybrid working - 2 days office, 3 from home
£45,000
Generous holiday allowance - 28days plus bank holiday
Buy and Sell scheme
Exam support, especially to Chartered
Private medical
Income protection
DIS
Career progression
Plus more...

To be considered for this Paraplanner opportunity, candidates need to have -

Level 4 Diploma qualified, and hopefully keen to take further exams
Previous paraplanning experience within an IFA Practice
High level of analytical capability and good communication skills
Positive, can-do attitude

What's next?

Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner

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