Paraplanner

Heat Recruitment

Posted a day ago, valid for a month

London, Greater London NW11 9NN, England

Full Time

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Sonic Summary

A reputable financial planning firm in Northwest London is seeking an experienced Paraplanner to join its technical department.
The ideal candidate should have a Level 4 diploma or be close to obtaining one, along with relevant experience in technical research and cashflow modeling.
This role involves working closely with the investment team to design and implement strategies tailored to clients’ needs and risk profiles.
The position offers a competitive salary along with benefits such as a pension plan, 23 days of holiday, and exam support.
Interested candidates are encouraged to apply, and there is a referral bonus of £200 for recommending a friend who secures a position.

A highly reputable financial planning firm in Northwest London wants to add to its growing technical department by bringing in an experienced Paraplanner. For over 40 years, the firm has been building friendly, relaxed, and enduring relationships with London and Overseas clients.The business requires a Level 4 diploma qualified (or close to) Paraplanner to undertake technical research, cashflow modeling, and writing bespoke suitability reports.A big part of this role will see you working in the investment team dedicated to designing and implementing appropriate strategies that meet individuals' and trustees' requirements and risk profiles.Benefits

Pension - 5%ee, 3%er
23 days plus bank holidays and Christmas off
Annual reviews
9 am - 5:30 pm (potential to be different, please enquire)
Exam Support
After 2 years, DIS cover

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 before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant paraplanning opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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