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Paraplanner
Job Posted: 16 days ago
Salary: £ 40,000 - 40,000 / Annum
Job Type: Permanent
Location: Finchley, Greater London
Expire in: 12 days
Job Description
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 youBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Finchley, Greater London! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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