Paraplanner

Heat Recruitment

Posted 13 hours ago, valid for 22 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

Life Insurance

Employee Assistance

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Sonic Summary

The job is for a Paraplanner based in the City of London, offering a salary of up to £50k.
The role requires a minimum of Level 4 qualification (DipPFS or LIBF) and previous experience in an IFA Paraplanning or Technical Support role.
Key responsibilities include discussing client objectives, conducting product research, and preparing financial reports.
Experience with tools such as FE Analytics, Voyant, and a CRM system is essential for this position.
Additional benefits include 25 days of annual leave, enhanced parental leave, private healthcare, and a pension contribution of 10%.

Paraplanner - City of London - Up to £50k

Once a fortnight in the office as a minimum requirement

Our client, with their head office in The City of London, is looking for a Paraplanner to help provide technical support for several well-established Financial Advisers.

Technical responsibilities include: discussing client objectives with the Adviser, product research, analysis of client funds, preparation of new and existing client cashflow modelling, production of recommendation and financial reports.

This role requires the Paraplanner to be Level 4 qualified (DipPFS or LIBF) alongside previous experience working within an IFA Paraplanning/Technical Support role.

Experience using tools/software such as FE Analytics, Voyant, and a CRM system are also essential for this role.

Benefits include:

25 days annual leave, with the option to purchase more
Additional annual Christmas shopping day
Enhanced parental leave
Private healthcare scheme
10% contribution towards your pension
4X Life assurance cover
Open to discuss flexible working hours
Discounted gym memberships
Employee assistance programme
Season ticket loans
Salary sacrifice schemes
Options to purchase shares
And more...

Apply today to be considered for this opportunity.

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