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Senior Paraplanner, North London, £45k - £55k, Bonus, Hybrid, Study Support, Career progression

Financial Divisions
Posted 15 hours ago, valid for 17 days
Location

London, Greater London N8 7HR, England

Contract type

Full Time

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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  • An award-winning Financial Advisory firm in North London is looking for a Senior Paraplanner to join their team.
  • The position requires candidates to have a CII Level 4 Diploma and ideally be close to obtaining Chartered Status.
  • The role offers a structured career path, with responsibilities including client analysis, solution research, and writing compliant recommendations.
  • The firm provides comprehensive financial planning services and supports its team with opportunities to attend client meetings.
  • Salary details are not specified, but the firm offers a progressive and supportive work environment.

An award-winning Financial Advisory firm in North London is seeking a Senior Paraplanner to join their dynamic team. This firm takes pride in providing comprehensive financial planning services to both private clients and corporates. They offer investment, pension, and protection planning, along with a discretionary investment management service, all supported by a professional team.

This is an excellent opportunity for a CII Level 4 Diploma Qualified Paraplanner who is close to obtaining Chartered Status. The role provides a structured career path and the chance to attend client meetings alongside the financial planner, supporting the advisory process. You will work collaboratively with financial planners and the compliance team to construct high-quality financial plans for clients. Responsibilities include full analysis of client needs, researching solutions, and writing compliant and suitable recommendations. You will review client information from fact finds, meeting notes, and existing records, undertake relevant research, and collate supporting documentation and application paperwork. Additionally, you will prepare lifetime cashflow modelling to develop the client's holistic financial plan.

If you are interested in joining a progressive and supportive team and would like to discuss this Senior Paraplanner role, please send your CV to Joanna Clark at Financial Divisions.

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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.