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Paraplanner

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Location

Finchley

Salary £40000 - £40000
TypePermanent
WorkplaceHybrid
Ref87721

Recruiter Managing This Role

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!

Back To Paraplanner Job Description

Application For Paraplanner