Paraplanner

3 weeks ago


London, United Kingdom Premier Jobs UK Limited Full time

This Paraplanner job in London provides opportunity to join a growing IFA firm who value the support added by Paraplanners.

The Directors are looking to recruit a Paraplanner who shares their values and takes pride in improving their client’s outcomes. You will be a key link between the advice provided and end implementation.

**Your duties will include**:

- Creating post meeting reports in conjunction with the Financial Advisors
- Ensure compliance is maintained across all processes
- Create financial plans and compile research
- Co-ordinate work between the Financial Advisors, other Paraplanners and operational staff to ensure advice is implemented efficiently
- Where appropriate, you will be involved in client meetings

**Paraplanner Requirements**
- You must have 3+ years’ experience as a Paraplanner with exposure to wide variety of advice type
- You should hold industry qualifications and ideally be fully Level 4 qualified (DipFA or DipPFS)
- Experience of cashflow modelling would be beneficial
- Experience of using Intelligent Office, Dynamic Planner or Genovo would be beneficial

**Paraplanner Benefits**
- Salary of £40,000 - £45,000 plus discretionary bonus
- Mixture of working from home and their office in London
- Working hours of 9am - 5:30pm, Monday to Friday, with potential for some flexibility
- Plus pension, private medical insurance and life cover
- Opportunity to be part of the exciting growth journey

**Location**

London
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