Paraplanner

3 days ago

City of London, United Kingdom Aspire Executive Search Full time

Paraplanner, London, £30,000 - £45,000 dependent on your experience and level of Financial Serives examinations. A strong element of home working

Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat their staff well and have lots of fun in the process.

This role would ideally suit someone who enjoys socialising and taking part in fun activities.

I am delighted to be working in partnership with a London based Financial Advising firm who put the interests of their clients at the heart of everything they do.

I am looking for an experienced and motivated Paraplanner to join the London team.

**Main duties and Responsibilities**:

- Working as part of a team alongside the Financial Advisors in order to provide Paraplanning support
- Preparing suitability reports for Pensions and Investment products
- Liaising with a variety of Product Providers, Solicitors and Lenders, obtaining all requested information in a timely and efficient manner
- Undertaking research to identify potential solutions to meet the client’s needs and objectives
- Working collaboratively with both the Financial Planners, and other Financial Support Staff to deliver wider business goals and team objectives

**Skills and Experience required**:

- You should have a minimum of 1 - 2 years experience working in a Paraplanning role
- You should be familiar with undertaking, suitability letters and dealing with a variety of financial providers on a daily basis.
- You will ideally be Level 4 Diploma qualified or working towards this status. Alternatively, you will be able to demonstrate a good working knowledge across a range of products and have excellent Paraplanning experience

**In return you will**:

- Work for a company who truly value their staff and have fun
- A highly competitive salary of up to £45,000 dependent upon experience and qualification level
- Excellent benefits including 30 days holiday and bonus
- Study support and full payment of further examinations that you may wish to take

If the above sounds like you please do not hesitate to speak to me. I will be happy to talk in detail in connection with the client and the role. There is a strong element of hybrid working and the ability to work autonomously for a business who genuinelycare for their employees, their brand and who show empathy and the right guidance to their clients.

Please don't hesitate to contact me on here or at HELEN SPRIGGS on Linkedin

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