Paraplanner

2 weeks ago


London, United Kingdom Ernest Gordon Recruitment Limited Full time

**Paraplanner**
**Farringdon**
**£45,000 -£50,000 + Bonus + Hybrid + Progression + Private Healthcare + Cycle to work Scheme + Pension**
Do you have experience as a paraplanner, looking to work for one of the leading financial practices in the UK, where you will be part of a team who will support you in not just progressing but accelerating your career?
Are you from a practice environment, with experience in managing a portfolio, looking for a highly autonomous role where you will be working with a variety of successful clients, with a company which will recognise your skills and expertise, and reward it withgreat benefits, training and development opportunities, and unrivalled career progression?
On offer is the opportunity to step into a varied role, with a multi-faceted, highly regarded financial practice covering wealth creation, wealth management, wealth protection, property wealth, business wealth, and wealth preservation
You will form an integral part of the team, providing in-depth research and analysis and recommendations on matters such as platform reviews, tax-planning products and providers based on established criteria.
On offer is the opportunity to work for a company that promotes collaborative culture, and a fantastic work/life balance, so you can enjoy the excitement of the London City life in Central Farringdon right next to St Pauls station and also the comfort of yourown home 2-3 days a week.
**The Role**:

- To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report
- Understanding the required content of a suitability report and conducting own research into any missing information before compiling it.
- Use paraplanner online software to amend and mould template reports into client-specific documents.
- Analysing statistics.
- Working with IFAs on what recommendations would best suit the client in line with their objectives and circumstances.

**The Person**:

- Experience as a Paraplanner
- Knowledge of Defined Contribution (Pensions Schemes)

Keywords, Paraplanner, Pension Scheme, Financial Planning, Financial Planning Qualified, Financial Services, Pensions Parapllner, Finance, Farringdon


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