Average Paraplanner salary in East London

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in London but would only require 2 day per week in the office and the rest is remote working (if you require this).They are looking for an individual that ideally holds their level 4 diploma and has 2 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriateReview client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectivesConduct fund researchPrepare financial plans, clearly outlining the client's current position, where they need to be and how they will get therePreparation of fund switch and encashment letters according to advice providedObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sourceLiaise with product providers/third parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the financial planning processStrong interpersonal skills, both written and verbal communicationCustomer service skills - providing an excellent service to the Adviser and clientExcellent planning and organisational skillsAbility to work effectively to deadlinesAccuracy and attention to detail to balance demands of role Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.They are looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriateReview client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectivesConduct fund researchPrepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get therePreparation of fund switch and encashment letters according to advice providedObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sourceLiaise with Product Providers / Third Parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the Financial Planning processStrong interpersonal skills, both written and verbal communicationCustomer service skills - providing an excellent service to the adviser and clientExcellent planning and organisational skillsAbility to work effectively to deadlinesAccuracy and attention to detail to balance demands of role This is a superb opportunity for a Paraplanner to join a firm where they offer hybrid working and a genuinely supportive environment with exceptional career progression opportunities. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

ParaplannerNorth London | Hybrid working£40,000 - £50,000 A well-established boutique financial planning firm based in North London is seeking an experienced Paraplanner to join their team of 5. Currently, some of the paraplanning is outsourced, so they will be looking for someone experienced to help bring it in-house. Working closely with Advisers and the wider support team, you will play a key role in delivering high quality financial planning advice while ensuring full regulatory compliance. You'll be participating in business projects such as proposition development and technology initiatives.What’s on Offer:Salary up to £50,000Hours: 9 to 5pm, but an early finish on Fridays 25days but also two weeks at Christmas gifted!!!!!!Birthday offDISPrivate MedicalHybrid working after onboarding (3days in, 2 from home)Supportive, friendly, and professional environment 5% pension matchOngoing exam, CPD, and development supportOpportunity to shape and grow the paraplanning functionTo be considered for this paraplanner position: Diploma in Financial Planning (Level 4)Minimum 2 years’ paraplanningStrong technical knowledge and attention to detailConfident using systems such as Intelliflo, Voyant and MS OfficeApply today to be considered for this exciting Paraplanning opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Senior Paraplanner, Paraplanner, Technical Support, Financial Planning Support, Paraplanning