Financial Paraplanner

1 week ago

London, Greater London, United Kingdom Vision-FS Recruitment Full time £45,000
Paraplanner Opportunity

We are seeking a skilled Paraplanner to join our Administration team at Vision-FS Recruitment, a leading Financial Services Recruitment business. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality solutions to clients.

Key Responsibilities
  • Conduct regular strategy meetings with Financial Planners to identify suitable solutions for clients.
  • Undertake research to ensure timely and effective solutions.
  • Efficiently summarise recommendation options and draft letters and reports.
  • Work independently to formulate individualised client reports.
Benefits
  • Up to £45,000 salary (dependent on experience)
  • Annual bonus
  • 25 days' annual leave
  • Pension scheme (5%, 5%)
  • Private medical insurance
  • Pathway to become a Financial Adviser
Requirements
  • Intelligent Office experience
  • Experience with Pension Switches and Trusts (desirable)

About Vision-FS Recruitment:

We specialise in Financial Planning, Wealth Management, and Employee Benefits Recruitment, covering the UK FS market.

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