Paraplanner

Posted 2 days ago, valid for 2 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

Retirement Plan

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Sonic Summary

An award-winning Financial Planning organization in London is seeking a Paraplanner with a competitive salary and a market-leading benefits package, including a bonus and flexible working options.
Candidates must have at least Level 4 qualification and experience in a Financial Services environment, along with a detailed understanding of regulatory requirements.
The role requires knowledge of investments, pension plans, and other financial products, as well as strong IT skills, particularly with the basic MS Office package.
Key responsibilities include providing accurate and compliant reports across IHT, Investments, and Pension products, while maintaining and developing relationships with Private Wealth clients.
This position offers genuine opportunities for personal and professional progression within the business.

ParaplannerLondon Competitive salary + market leading benefits package, bonus, flexible workingAward winning Financial Planning organisation in London are hiring offering a mix of office and home working.

Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.The successful candidate will:* Level 4 qualified.* Detailed and working knowledge of regulatory requirements.* Experience and knowledge of investments, pension plans and other financial products.* Strong IT skills; basic MS Office package.* Excellent organisational and communication skills.* Strong numeracy skills.

The main responsibilities within the role include providing accurate and compliant reports across IHT, Investments, and Pension products and you will work closely with the IFA and also be key to maintaining and developing long standing relationships with Private Wealth clients.

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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Paraplanner

Financial Planner

Financial Planner

Financial Planner