Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: London

Salary: up to £65,000

Job Reference: 8953

Job Description:

Recruit UK are working on a fantastic opportunity in the City, for a Paraplanner to join a long standard, Chartered IFA firm.

This opportunity if perfect for an experienced Paraplanner, looking to take the next step in their career! You will play an integral role in the clients journey, support the Advisers with both new and existing business. They already have a successful Paraplanning team, so you will be given support from day one, and a great group to bounce off of. They also have a dedicated Administration team to support you with your work!

Duties will include but not limited to:

• Liaising with clients and product providers
• Maintain precise records for clients and advisers
• Writing suitability reports and evaluating clients current policies/investments etc
• Researching products and funds
• Working closely alongside the administrators and Financial Advisers

Benefits:

• Competitive salary of up to £65,000
• Discretionary bonus scheme
• 26 days annual leave
• 5% pension contribution
• 4X DIS
• Training and development opportunities
• Exam funding and support
• Hybrid working (after probation)

Skills and experience required:

• 5 years experience working in a report writing/paraplanner role
• Level 4 Diploma, ideally working towards Chartered
• Strong technical knowledge and good analytical skills