Paraplanner

Posted 11 November by Vision-FS Recruitment
Featured

Position: Paraplanner

Location: North London

Minimum Requirements: Minimum 1 year paraplanning experience, strong report writing experience. Level 4 Qualified OR Part Qualified

Salary/package: £30,000 to £45,000 + benefits + career path to Financial Adviser

YOUR NEW COMPANY

Established in the 1960s, our client offers a "full range" of financial services. The company, which offers independent financial advice, employs a highly qualified and experienced team of Financial Advisers, providing in-depth holistic financial planning and wealth management advice to individuals, families, businesses, trusts and charities.

THE ROLE

Our client is keen to hire a talented Paraplanner as they look to expand their administration/support team. Reporting to the Head of Financial Services, the Paraplanner will be supporting 2 Advisers on a daily basis at the firm’s offices based in North London. Initially the Paraplanner role will be required to do the following:

  • Provide extensive support to Paraplanner team leader and multiple Advisers including provision of client valuations and recommendation letters
  • Report writing
  • Build strong working relationships with clients, staff and providers
  • General administration

REQUIREMENTS

Candidates interested in the Paraplanner vacancy will have the following criteria:

  • At least 1 year Paraplanning experience
  • Level 4 Qualified OR Part Qualified
  • Strong report writing skills
  • Hard-working and have great attention to detail

REMUNERATION / PACKAGE

The package for the Paraplanner role is as follows:

  • Competitive salary of between £30,000 and £45,000
  • Discretionary bonus
  • Pension
  • Study support
  • 23 days annual leave
  • Various other benefits
  • Pathway to senior Paraplanner or Adviser

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Application questions

Do you have 1 year paraplanning experience?
Are you Level 4 qualified or at least part qualified?

Reference: 43352993

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