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Paraplanner

mbf.
Posted 4 days ago, valid for 7 days
Location

London, Greater London EC2V7NQ, England

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking an experienced Paraplanner for a national Wealth Management organization offering flexible working arrangements, including up to 4 days a week from home.
  • The role involves providing technical paraplanning support to Senior Financial Planners and requires candidates to have experience in Wealth Management/Financial Planning, along with a minimum of a Diploma in Financial Planning.
  • The salary for this position is up to £65,000, accompanied by an annual discretionary bonus and a comprehensive benefits package.
  • Candidates will receive full support for further qualifications and training, with opportunities for career progression within the organization.
  • The company is recognized for its commitment to staff development and offers excellent resources for remote work efficiency.

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are offering up to 4 days a week working from home, with one day each week working from their London office.

Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Responsibilities will include;

  • Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions
  • Carry out any necessary technical research
  • Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome
  • Work with the financial planner to ensure the correct client outcome is achieved
  • Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc
  • Support the financial planner with tech

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.

If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.

The package details;

  • Salary to £65,000
  • Annual discretionary bonus
  • Excellent Pension
  • Group Life Assurance
  • Group Income Protection
  • Private Medical Insurance
  • Employee Assistant Programme
  • Generous Holiday Allowance
  • Flexibens Package

This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.

You will be joining a well-known and highly respected organisation with excellent career development opportunities.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.