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Paraplanning Expert

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time
Experienced Paraplanner Wanted for Award-Winning Financial Advice Business

Join a dynamic and entrepreneurial company in the heart of the West End

Our client, a leading Chartered independent financial advice business, is seeking a highly skilled Paraplanner to join their team. As a Paraplanning Expert, you will work closely with experienced Advisers, attending client meetings and working on complex technical cases.

Key Responsibilities:

  • Assist Advisers in preparing suitability reports for pensions, investments, and tax planning
  • Develop and maintain expertise in cashflow modelling and Voyant/FE Analytics
  • Collaborate with the Head of Paraplanning to ensure seamless delivery of high-quality services
  • Contribute to the growth and development of the business, with opportunities for career progression

What We Offer:

  • A competitive basic salary of £45k - £55k, depending on experience
  • A comprehensive benefits package, including bonus structure and study support for Chartered status
  • A dynamic and supportive work environment, with opportunities for professional growth and development
  • A flexible working arrangement, with 2 days of remote work per week after an initial 8-week office-based period

About the Role:

This is an excellent opportunity for a skilled Paraplanner to join a forward-thinking company and contribute to its growth and success. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply.

Contact Information:

Please contact Peter Fozard at Financial Divisions for more information and to discuss this exciting opportunity.