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Paraplanner

Job LocationLondon
EducationNot Mentioned
Salary£40,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Paraplanner £40,000 - £45,000 plus company bonusesThis is an exciting opportunity for a Paraplanner to head up the new Financial division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and will allow the Financial arm access to high net worth clients.You will be a part of an entrepreneurial, forward-thinking company looking to invest in & develop their team as the company grows.You will be working directly with the Head of Division & Lead Adviser to provide technical support for high-net-worth clients. Personal development & full study support for CII Financial Planning exams provided. Responsibilities Include:

  • Providing technical support to advisers
  • Dealing with client portfolios, gathering & analysing research
  • Compiling suitability reports on a full range of products
  • Preparing recommendations on these reports & implementing these
  • Understanding company software
  • Regular meetings with the advisers
  • Working to FCA compliance standards
  • Preparing meeting packs
  • Role Requirements:
  • Several years experience in a Paraplanning role
  • Level 4 Diploma in Financial Planning (or close to completion)
  • Understanding of all Financial Planning products including Pension & Investment products
  • What nextApply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to 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 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.Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner Required skills
  • Financial Advice
  • Paraplanning
  • Report Writing
  • Keyskills :
    Financial Advice Paraplanning Rept Writing

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