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Paraplanner

3 weeks ago

City of London, United Kingdom Carousel Consultancy Ltd Full time

**Paraplanner - Financial Services - City of London / Hybrid Working - £32k-£40k**(DoE)**+ bonus**

We are recruiting for a successful City based financial organisation who are looking for an experienced **Paraplanner** to join their fabulous team as soon as possible.

**What’s on offer**:

- Competitive salary (£32k - £40k)
- Discretionary bonus
- Benefits package
- Hybrid working
- A great work environment where you are genuinely support to further your career
- Long term prospects to progress into an IFA role if desired
- Standard hours of 9.30am-5.30pm

**What we’re looking for**:

- Previous experience as a Paraplanner
- Experienced in report writing and utilising systems for cashflow modelling and fund performance analysis
- PC literate
- Confident communication skills
- Fluent English (spoken and written)
- Flexible, hardworking nature
- Professional attitude

**Duties you will undertake in this Paraplanner role will include**:

- Supporting Financial / Wealth Planners who provide expert guidance to clients
- Chasing providers
- Liaising with and meeting & greeting clients
- Producing reports and documentation
- Utilising systems to for cashflow modelling and analysing fund performance
And more

**Interested in this Paraplanner role?**

If you’re looking for a new Paraplanner role and have the skills and experience we’re looking for, then don’t delay - submit your CV NOW, quoting 'AE- Paraplanner’