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Permanent

Paraplanner

London
money-bag 35000.00-35000.00 Annual
3085445243
Posted 1 week ago

Paraplanner, Location: Finchley, North LondonSalary: £35,000 - £40,000 + Excellent BenefitsFull-time Hybrid/Flexible WorkingBenefits include:2 or 3 days a week in the office4% matched pensionHealth Cash PlanDeath In ServiceIncome protection (terms apply).Cycle to work schemeEAPsCompany eventsBreakfast suppliesA Financial Planning practice in North London are hiring across a number of their teams in a period of growth.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 requiredUndertaking research into productsWriting suitability reports across Pensions, Investments, Protection, Equity ReleaseCash flow modellingManage new business cases and submissionsMonitor new business pipelineFund switches and withdrawalsUtilising Voyant, SelectaPension, FE Analytics and moreBuilding 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!

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