Paraplanner

New Yesterday

An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services. As a Paraplanner , you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits. For trainee candidates , the shift will be working 4 days a week and Friday for studying. What we are looking for: Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role. Possess 1 year of paraplanning experience Experience of 2 years within the financial advice sector, ideally within an independent advisory setting Strong understanding of paraplanning processes and financial planning concepts Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan Level 4 Diploma in Financial Planning (CII) or actively working towards completion Experience liaising with product providers and platforms to gather necessary data What’s on offer: Competitive salary Annual discretionary bonus Company pension sch...
Location:
London
Salary:
£38,000 - £46,000 per annum
Category:
Accounting & Finance

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