Paraplanner - Hybrid

2 weeks ago

London, United Kingdom Recruitment Solutions (Folkestone) Limited Full time

Ref: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London

Skill Set

Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. Client Facing Paraplanner

An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and UHNW Independent Financial Advisors, based in Bishops Stortford

You will recveive a negotiable, market leading overall package; exam support and a comprehensive benefits package. Details available upon application

As a Paraplanner you will be dealing with the company’s new business clients, bespoke clients, and existing clients.

The successful Paraplanner’s core duties will include, but will not be limited to:

  • Completing financial fact finds and calculations.
  • Preparing and writing reports - producing relevant client paperwork
  • Producing suitability letters and reports
  • Providing a high level of technical support - dealing with complex queries and scenarios
  • General administration around IFA tasks

The successful Paraplanner will have demonstrable experience in a similar financial role (good technical knowledge is more important than qualifications) and should have knowledge of products for pensions, investments, and protection.

In addition, the successful Paraplanner will also have the following skills/experience:

  • Diploma Level 4 in Financial Planning
  • A good understanding of compliance processes and issues
  • Ability to recommend appropriate solutions and products.
  • Excellent IT and analytical skills
  • First class verbal and written communication skills
  • Strong organisational skills and good time management
  • Thorough attention to detail
  • Cash flow modelling experience would be beneficial.

If you have a proven history in Paraplanning and you are interested in this exciting Client Facing Paraplanner vacancy or the Paraplanner vacancy, in Bishops Stortford, please apply by submitting your CV or call Robert at Recruitment Solutions

For further information on thisopportunity please contact:

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