We have an exciting opportunity for a Paraplanner to join the growing team in our London
We provide our advice and service through our Chartered Independent
Financial Planning company. It is one of the very few genuinely Independent, Chartered, Pension
Transfer Specialist, financial planning firms in the UK.
They aim to deliver the most professional, technically competent, independent advice and service to
our clients. We want to be seen as a leader in the financial planning sector, to help change the
standing of financial planning to be recognised as a genuine profession and to ensure we, and the
profession, contribute positively to society and the economy.
This is a unique opportunity to become a member of the Paraplanning team and develop your career
utilising the excellent study support that we provide.
- Preparing the appropriate packs for Financial Planner/Client meeting(s), to include full
documentation and necessary paperwork to fulfil the Client’s needs/requirements and the
regulatory compliance obligations
- Researching products available in the market, selecting those that are most appropriate for the respective client’s financial needs, priorities and overall financial position;
- Contributing to the designing and updating of Suitability Letter templates so as to comply with current FCA, Regulatory and Legislative requirements
Salary will be 45-55k depending on experience & qualifications
All applications are dealt with the strictest of confidence
Please contact Gareth
Job Type: Full-time
Salary: £45,000.00 to £55,000.00 /year
- Financial Planning
- Technically Competent