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Paraplanner
Location: Finchley, North London
Salary: 40,000 + Excellent Benefits
Full-time | Hybrid/Flexible Working
Benefits include:
- 2 or 3 days a week in the office
- 4% matched pension
- Health Cash Plan
- Death In Service
- Income protection (terms apply).
- Cycle to work scheme
- EAPs
- Company events
- Breakfast supplies
A mid-sized Financial Planning practice in North London are hiring across a number of their teams in a period of growth. They look after individual and corporate clients and are seeking a detail-orientated Paraplanner to join their team.
As a Paraplanner, you will be responsible for supporting one or more Financial Advisers by managing advice processes in a compliant and efficient manner. Your key responsibilities will include:
- Assisting with client meeting preparation, attending these as required
- Undertaking research into products
- Writing suitability reports across Pensions, Investments, Protection, Equity Release
- Cash flow modelling
- Manage new business cases and submissions
- Monitor new business pipeline
- Fund switches & withdrawals
- Utilising Voyant, SelectaPension, FE Analytics and more
- Building strong relationships with Advisers, clients, and providers.
We are looking for someone who:
- Has experience in paraplanning or a similar role within financial services.
- Is Level 4 Diploma qualified (or close to completion!)
- Has a good understanding of financial products, investment strategies, and regulatory requirements.
- Can build strong relationships with clients, advisers, and providers.
If you are an experienced Paraplanner looking for a new challenge, we would love to hear from you!
