Paraplanner

A highly reputable financial planning firm in Northwest London is looking to add to its growing technical department by bringing in an experienced Paraplanner. They have been building friendly, relaxed, and enduring relationships with London and Overseas clients for over 40 years.

The business requires a Level 4 diploma qualified (or close to) Paraplanner to undertake technical research, cashflow modeling and to write bespoke suitability reports.

A big part of this role will see you working in the investment team dedicated to designing and implementing appropriate strategies, which meet the requirements and risk profiles of both individuals and trustees.

Benefits

• Pension – 5%ee, 3%er
• 23day plus bank holidays and Christmas off
• Annual reviews
• 9am – 5:30pm 
• Exam Support
• After 2 years, DIS cover

What’s next?

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 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 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.