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Paraplanner
2 weeks ago
This Paraplanner job in Golders Green is available within a growing Wealth Management firm
As a Paraplanner, you will be supporting their 4 Chartered Financial Advisors to ensure clients receive an efficient and effective service. Typically, your duties will include:
- Preparing documentation
- Researching appropriate financial planning and wealth management strategies
- Writing suitability reports
- Undertaking cashflow modelling
- Chasing providers
- Keeping clients informed throughout the process
The responsibilities will be dependent on your experience and knowledge, with ability for you to take on more technical tasks as your skills develop. Alternatively, if you already have extensive technical paraplanning experience, you will be able to assistwith these immediately.
**Paraplanner Requirements**
- You must have experience of paraplanning duties including writing suitability reports
- Individuals with qualifications towards DipPFS would be desirable
- You should have excellent attention to detail
**The Company**
This highly regarded wealth management firm has been established for over 20 years and delivers personalised wealth management and financial planning to private clients. They are backed by a Fortune 500 company.
**Paraplanner Benefits**
- Salary ranging from £30,000 to £80,000
- Our client is happy to pay what you are worth and open to wide range of paraplanning experience from 12 months’ through to highly technical knowledge
- Mainly office based with some working from home available
- Full-time or potential to consider 4 days per week
- Relaxed, friendly team ethic
- Growing Wealth Management firm built on strong foundations
**Location**
Golders Green
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