Overview

Paraplanner — £35,000-£40,000 depending on experience
Hybrid
Central London

Are you a Paraplanner looking for a new opportunity to work for a larger, established firm?

Are you feeling underappreciated for the work you do?

Do you believe your current working environment is no longer aligned with your career?

If any of the above are true then this role should be of interest:

A Financial Planning firm who have multiple offices across the UK and Europe are looking to hire an experienced Paraplanner to join their already established team.

This opportunity will be predominantly focused on supporting Advisers with their clients by preparing various types of planning reports, taking into account their circumstances and specific needs You will work closely with the Advisers to provide a high level of service with clients based in the UK and Europe.

As well as supporting the Financial Advisers you will also work closely with their internal Tax Advisers and Pension Advisers, to ensure the service being provided to clients is always meeting their needs and resulting in the most effective outcomes.

Day to day expectations

• Carrying out technical Paraplanning work.
• Being a point of contact for clients throughout the entire process
• Working closely with Financial Advisers and Administrators
• Report writing - both at annual review and new business level

Requirements to be considered

• Preference is to be Diploma qualified (DipFA or DipFS), or at least to be part way through completing this.
• Strong knowledge and hands on experience of preparing Financial Planning reports, including report writing skills
• Minimum 2 years experience working within a financial planning firm

If you feel you have the necessary experience and are happy with a majority office based role, get in touch.